We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Brett Pechersky is the Owner of Berer Financial Management in Monroeville, PA. He is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. Brett works closely with his clients when designing their financial plan, and then guides them through the management of their retirement assets.
Check out my background on FINRA's BrokerCheck.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is your roadmap to working toward a more secure financial future.
We have been working with individuals and businesses in the area since 1967. Extensive personal and professional experience is a cornerstone of our value proposition.
Licensed to offer a variety of investment and insurance products, we are your one-stop-shop for your investment, retirement and estate planning needs.
Our seminars are different than most investment classes. We don't cover the basics. We don't get too technical. We keep it at your level, bust some common myths about investing, and introduce you to practical ways to make money in any market.
There's a lot of bad advice floating around out there, so you can't believe everything you hear.
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While developing a customized financial program for you, we will walk you through a step-by-step process that will strengthen your confidence in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: