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124 Main Street Suite 9B New Paltz, NY 12561

(845) 256-1950
bernerfinancial@lpl.com
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At Berner Financial Services, LLC

We know the only constant in life is change.

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We can help you take control

of your financial future and guide you through your unique investment challenges

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Financial Stability Starts Here

Holistic financial strategies tailored to your goals.

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Divorce can be very challenging

Protect your financial well-being and learn how to act in your best interest. We can provide you with clarity of what you have and help you take charge of your financial future.

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Our Mission
Financial Consulting
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Whether you are going through a career change, marriage, divorce, retirement, or loss of a loved one, we aim to help you take control of your financial future and guide you through your unique investment challenges. Our team is there to help guide you through the challenges you may face during these transition periods, no matter how overwhelming your situation may seem.

We understand how difficult this time may be, and know that we are here for you. Berner Financial Services will regularly post on social media to keep you updated. If you haven’t connected with us yet, please click the icons above. No one knows when all of this will end, but this too shall pass.

Until then, stay safe and feel free to call me at 845-256-1950.

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What Matters Most

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Still Unsure? We Can Help.

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