Berard & Associates – Ameriprise Financial Services, LLC is a dedicated financial planning and advisory practice based in White Plains, NY, operating under the prestigious Ameriprise Financial network. Focused on delivering personalized financial solutions, the firm helps individuals, families, and small businesses create comprehensive financial strategies aligned with both short- and long-term goals. Their client-centric approach ensures that financial plans evolve with major life events and market changes, offering stability and foresight.
Specializing in retirement planning, investment strategies, tax-efficient financial structuring, and estate planning, Berard & Associates distinguishes itself through strong client relationships and in-depth financial insight. The team is known for its collaborative, educational style, helping clients confidently navigate complex financial decisions. As part of Ameriprise, the firm has access to a wide array of financial tools and resources, enhancing the quality and range of services offered.
The firm also emphasizes local community engagement and building long-term prosperity for individuals and organizations alike. Clients benefit from the guidance of experienced advisors working within a fiduciary framework, ensuring recommendations are in their best interests.
Website: https://www.ameripriseadvisors.com/team/berard-associates/?cid=IP_local_google
Key Services:
– Personalized financial planning
– Retirement income strategies
– Investment portfolio management
– Tax-efficient financial strategies
– Estate and legacy planning
– Insurance and risk management analysis
– Small business financial planning
– Education funding strategies
