Berard & Associates - Ameriprise Financial Services, LLC

Berard & Associates - Ameriprise Financial Services, LLC
2 Westchester Park Dr, Ste 103
White Plains, NY 10604
M-F 9am-5pm, Sa-Su Closed

Monday: 
9:00 am – 5:00 pm
Tuesday: 
9:00 am – 5:00 pm
Wednesday: 
9:00 am – 5:00 pm
Thursday: 
9:00 am – 5:00 pm
Friday: 
9:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

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.

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