Listed In: Investment Services, Financial Planning
At Berard & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can… At Berard & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the White Plains, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Read more
Business Hours
M-F 9am-5pm, Sa-Su Closed
Specialties
Retirement Planning Strategies, Investment Management, Retirement Plan Distribution, Intergenerational Planning, Women's Financial Strategies, Sustainable and Responsible Investing, Retirement Income Strategies, Wealth Preservation Strategies, Estate Planning Strategies, Tax Planning Strategies, Domestic Partner Planning, Cash Flow Management Strategies, Insurance, Social Security Retirement Benefits, Family Finances
Languages
English
