Janice Berner, Financial Advisor, CDFA, CPA

(No Reviews)
301 Edgewater Pl #200, Wakefield, MA 01880, USA

(781) 876-4111

For over twenty years, Janice Berner has dedicated her career to providing sound financial advice and exceptional service to her clients. With a unique background as an Investment Advisor Representative and a Certified Public Accountant, Janice is the main point of contact for all aspects of her clients' financial lives. Janice and her team focus on all of your financial goals – investments, retirement planning, and estate conversion strategies. This comprehensive approach provides a far greater opportunity to meet clients' long-term goals and objectives, by making sure all of the pieces fit together.

Contact and Address

Category: Insurance agency,
Address: 301 Edgewater Pl #200, Wakefield, MA 01880, USA
Postal code: 01880
Phone: (781) 876-4111
Website: http://janiceberner.com/
Social links:

Hours:

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

Location & routing

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Photos of Janice Berner, Financial Advisor, CDFA, CPA

Janice Berner, Financial Advisor, CDFA, CPA | 301 Edgewater Pl #200, Wakefield, MA 01880, USA | Phone: (781) 876-4111
Janice Berner, Financial Advisor, CDFA, CPA | 301 Edgewater Pl #200, Wakefield, MA 01880, USA | Phone: (781) 876-4111
Janice Berner, Financial Advisor, CDFA, CPA | 301 Edgewater Pl #200, Wakefield, MA 01880, USA | Phone: (781) 876-4111
Janice Berner, Financial Advisor, CDFA, CPA | 301 Edgewater Pl #200, Wakefield, MA 01880, USA | Phone: (781) 876-4111
Janice Berner, Financial Advisor, CDFA, CPA | 301 Edgewater Pl #200, Wakefield, MA 01880, USA | Phone: (781) 876-4111
Janice Berner, Financial Advisor, CDFA, CPA | 301 Edgewater Pl #200, Wakefield, MA 01880, USA | Phone: (781) 876-4111

Janice Berner, Financial Advisor, CDFA, CPA On the Web

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Janice Berner, CDFA, CPA - Wakefield, MA - yelp.com

Specialties: For over twenty years, Janice Berner has dedicated her career to providing sound financial advice and exceptional service to her clients. With a unique background as an Investment Advisor Representative and a Certified Public Accountant, Janice is the main point of contact for all aspects of her clients' financial lives. Janice and her team focus on all of your financial goals ...


Ms. Janice Berner, Financial Advisor, CDFA, CPA, Baystate Financial ...

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