We consider legal, tax planning, insurance, investment, retirement, Social Security and Medicare when it comes to building our clients a well rounded financial plan. Additionally, we can work alongside personal attorneys and accountants to consider all aspects of our clients’ finances.
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March 4, 2020
The new year can feel like a fresh start, a new decade even more so. January sees gym memberships swell, work fridges stuffed with the brand new tupperware of well intentioned meal-preppers and office talk about how maybe, this year, things will be different.
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Berer Financial Management exists to help you take charge of your finances, but we know you can't do it all alone. Check out some of our resources below.
From Insurance to Investments to Planning, we can help get you where you want to be.
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Do you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.
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Contact UsBerer Financial is a full-service financial firm committed to helping people pursue their financial goals.
412-373-7667
Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC.Advisory Services are offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc. Cambridge Investment Research & Cambridge Investment Research Advisors are not affiliated with Berer Financial Management.This communication is strictly intended for individuals residing in the states of CA, CO, FL, MA, MD, NC, NY, OH, PA, TN, VA, & WV to conduct securities business, and if applicable, investment advisory services.No offers may be made or accepted from any resident outside the specific states referenced.
