Berard & Associates - Ameriprise Financial Services
2 Westchester Park Dr Ste 103, White Plains, NY 10604
914-269-6727
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- General Info
- 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.
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities
- AKA
Berard & Associates - Ameriprise Financial Services, LLC
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- Other Information
Specialties: Intergenerational Planning, Sustainable and Responsible Investing, Wealth Preservation Strategies, Retirement Income Strategies, Social Security Retirement Benefits, Family Finances, Estate Planning Strategies, Tax Planning Strategies, Investment Management, Domestic Partner Planning, Cash Flow Management Strategies, Insurance, Women's Financial Strategies, Retirement Plan Distribution, Retirement Planning Strategies