BERNARD FINANCIAL SERVICES
| Name | BERNARD FINANCIAL SERVICES |
|---|---|
| Address | 2677 South Troy Court, Aurora, CO 80014 |
| City | Aurora Co |
| Category | Financial Services |
| Phone | +1-303-750-1555 +1-888-760-4247 |
| Email ID | |
| Speciality | Investments, Mutual Funds, Money and Risk Management, Retirement Plan Distribution Planning, Education 529 Plans, Retirement and Business Continuation Planning, Life, Health and Disability Insurance, Long Term Care, Annuities, Estate Planning, Wills, Trusts & Saving Income Taxes |
| About | Bernard Financial Services gives wealth management expertise to associations, businesses, families, and individuals. David L. Bernard has been in the financial services business since 1974. The company offers decades of knowledge to assist customers in achieving their financial goals. Their independence enables them to establish working relationships with many industry-leading product and service providers, which they leverage to create customized client-specific portfolios. They help you create, manage, protect, and distribute wealth to free your time and energy for the more enjoyable and essential things in life. They allow you to implement and monitor your plan over their long-term working relationship. |
| Website |
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