Take advantage of over 25 years’ of experience for every facet of your financial future.
Take advantage of over 25 years’ of experience for every facet of your financial future.
529 Plans
Estate Planning
Retirement Planning
“I’ll start by talking with you about your investment history. Your financial story is important to me to help me know what kinds of investments will not only perform for you, but help you sleep easy at night. Then, I’ll put together a list of recommendations for investment types and specific mutual funds or stocks. Because I’m independent, you’ll receive unbiased recommendations not based on a firm’s sales’ agenda. Knowing that it’s the details that protect you and your investment, I put a priority on follow up, making sure that any trades are timely and that paperwork is complete and implemented.” ~ Bryan Bernard
“I’ll start by talking with you about your investment history. Your financial story is important to me to help me know what kinds of investments will not only perform for you, but help you sleep easy at night. Then, I’ll put together a list of recommendations for investment types and specific mutual funds or stocks. Because I’m independent, you’ll receive unbiased recommendations not based on a firm’s sales’ agenda. Knowing that it’s the details that protect you and your investment, I put a priority on follow up, making sure that any trades are timely and that paperwork is complete and implemented.” ~ Bryan Bernard
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