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Berard & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 17 reviews
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • How we work

    We provide personalized advice based on what’s most important to you.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

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Honored to receive recognition

We’re thrilled to announce that our colleague, Robert E Berard, received a 2024 Five Star Wealth Manager award. Congratulations, Rob! Thank you to our clients for your continued trust and loyalty — helping you reach your financial goals is the best part of our job!