Comprehensive Assessments.  Insightful Strategies.

For over twenty years, Janice Berner has dedicated her career to providing sound financial advice and exceptional service to her clients.  With a unique background as an Investment Advisor Representative (IAR) and a Certified Public Accountant (CPA*), Janice is the main point of contact for all aspects of her clients financial lives. 

Janice is always committed to her clients to help them reach their goals. Dedication and passion for her business have led her clients to describe her as objective and knowledgeable. As a Investment Advisor Representative (IAR), Janice has a fiduciary duty to her clients, which means that she has a fundamental obligation to provide suitable investment advice and always act in the clients best interest.

Janice brought her practice to Baystate Financial in 2011.  Founded in 1901, Baystate Financial is one of New England's oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients, with offices located throughout the northeast.  Baystate has pioneered a new model for financial services firms built on a solid infrastructure of specialists, who share their experience on a wide range of financial issues so that representatives can provide the best solutions to clients. To learn more about Baystate, Click Here.

Janice and her team focus on all of your financial goals – investments, retirement planning and estate conversion strategies.  This comprehensive approach provides a far greater opportunity to meet clients long term goals and objectives, by making sure all of the pieces fit together.

Janice provides a free initial appointment to prospective clients so we they determine if their needs and her practice are well-matched.

Contact us today for an appointment. 

 

*Not practicing on behalf of MML Investors Services, LLC or its affiliates.

*Financial plan recommendations can be implemented with the advisor of your choosing.