124 Main Street
Irene Berner, CFP®, is the Founder of Berner Financial Services. Irene has worked in the financial industry since 1986. She is a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Irene...
Max is in charge of holding down the fort at our satellite office. At 16 years old, he takes this responsibility seriously. You will see him staring Irene down over dinner and occasionally coming through during a video call to say hello.
As experienced financial professionals, our focus is to understand the challenges individuals and families face and to provide personalized guidance that puts your goals first. When you call or visit the office, you'll meet experienced professionals who really listen and take the time to understand your needs before developing a strategy or investment recommendations. And, because we are independent, our clients always come first.