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Bernard Wealth Management Corp.

Financial Services, Financial Advising

600 S Adams Rd | Birmingham, MI, 48009

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More information about Bernard Wealth Management Corp.

Planning for your financial future has never been easier than working with Bernard Wealth Management Corp. We’re a financial planner in Birmingham, MI, helping people create personalized financial plans to leave a lasting legacy. Our team works to have a deep understanding of each client's financial situation. We manage several different types of accounts, from Taxable broker accounts to Simple IRAs, Qualified Retirement Plans, and more - we advise our clients on the most appropriate type for their goals. Whether you need assistance with retirement planning, wealth management, or financial advising our team is happy to help you. Contact us today for a no-fee initial consultation!

Bernard Wealth Management Corp. Birmingham address and phone

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Last update: 2021-09-01 19:58:13