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Berard & Associates
Ameriprise Financial Services, LLC

Tel: 914-269-6727
2 Westchester Park Dr
Ste 103
White Plains, New York  10604
Berard & Associates - Ameriprise Financial Services, LLC | Financial Advisor in White Plains,New York

About Berard & Associates - Ameriprise Financial Services, LLC

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. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. Were here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.


General Information

Specialties:   Retirement Planning Strategies, Investment Management, Retirement Plan Distribution, Intergenerational Planning, Women's Financial Strategies, Sustainably 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

Office Hours

Monday   09:00 AM - 05:00 PM
Tuesday   09:00 AM - 05:00 PM
Wednesday   09:00 AM - 05:00 PM
Thursday   09:00 AM - 05:00 PM
Friday   09:00 AM - 05:00 PM

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