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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

Serving you in these unprecedented times. During the current period of market pressure, were watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, lets talk. Together we can determine what, if any actions, you can take. Were available to connect with you as is most convenient during this time, including by phone or online.


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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