Janice Berner, Financial Advisor, CDFA, CPA

Hours

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
Monday:
9:00 AM - 5:00 PM

Chamber Rating

Verified Member
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About
Janice Berner, Financial Advisor, CDFA, CPA

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 client's financial lives. Janice and her team focus on all of your financial goals – investments, retirement planning, and estate conversion strategies.

Contact Info

Services

  • Divorce Financial Analysis
  • Disbaility Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Trust Services

Payment Methods

  • Cash
  • Insurance
  • ATM/Debit
  • Visa
  • Mastercard
  • Financing Available
  • American Express
  • Personal Check
  • PayPal
  • Discover
  • Invoice

Questions & Answers

Q What is the phone number for Janice Berner, Financial Advisor, CDFA, CPA?

A The phone number for Janice Berner, Financial Advisor, CDFA, CPA is: 781-876-4111.


Q Where is Janice Berner, Financial Advisor, CDFA, CPA located?

A Janice Berner, Financial Advisor, CDFA, CPA is located at 301 Edgewater Pl #200, Wakefield, MA 01880


Q What is the internet address for Janice Berner, Financial Advisor, CDFA, CPA?

A The website (URL) for Janice Berner, Financial Advisor, CDFA, CPA is: https://www.janiceberner.com/


Q How big is Janice Berner, Financial Advisor, CDFA, CPA?

A Janice Berner, Financial Advisor, CDFA, CPA employs approximately 2-5 people.


Q Is there a key contact at Janice Berner, Financial Advisor, CDFA, CPA?

A You can contact Janice Berner at 781-876-4111.


Q What days are Janice Berner, Financial Advisor, CDFA, CPA open?

A Janice Berner, Financial Advisor, CDFA, CPA is open:
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
Monday: 9:00 AM - 5:00 PM

Key Contacts

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Janice Berner


Hours

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
Monday:
9:00 AM - 5:00 PM

Ratings and Reviews
Janice Berner, Financial Advisor, CDFA, CPA

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