Welcome — I'm Janice Berner, CLTC, CPA*, MBA, CDFA, a Financial Advisor based in Wakefield, Boston and Wellesley, Massachusetts. As your personal Financial Advisor and Planner, I focus on building long-term relationships with individuals, families and business owners to assist them in achieving their individual financial success. I combine my thirty years of experience in finance with my unique background in elder care counseling and accounting to provide solutions to many of today's financial challenges and make a real impact on the lives of those I work with.
After years in counseling and finance services, one thing I know for certain is that everyone will face hardships in life — they will also experience momentous life events and causes for celebration. People often come to me in need of help making a big life decision or adapting to a transition. So naturally, what three words do I hear most? "What happens if..."
I assist my clients through life's many milestones by helping them understand the implications of financial decisions before they are made. We work together to asses the current situation, explore scenarios, and to create an ongoing plan for continued financial freedom based around their specific goals. It's a relationship of trust and adaptability.
If you are in need of a steadfast resource during a time of transition or uncertainty, I would welcome the opportunity to see how my team and I can help.
This award has been awarded by Five Star Professional on 10/1/22 for the time period 01/17/2022 through 07/15/2022. A fee of $340 was paid for this Award Emblem.
Founded in 1901, Baystate Financial is one of New England's oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients. Our broad range of services includes financial planning, employee benefits, business and estate planning, and retirement planning. We also offer a variety of risk management and investment products, including life, health and disability insurance, long-term care, mutual funds, annuities and IRAs.
Baystate is an innovative leader through our use of specialists. We have pioneered a new model for financial firms built on a solid infrastructure of professionals who share their experience on a wide range of financial issues so that we can provide the best solutions to our clients. Our team offers comprehensive and coordinated service, not just products. This qualitative approach enables us to develop comprehensive strategies and solutions and to provide some of the best planning advice in the industry. Visit Baystate Financial's website to learn more.
Director of Financial Planning
Agency Director—Advanced Markets
We work with clients from all walks of life to create their tailored financial plan; specifically, we specialize in retirement planning, life transitions, and elder care planning.
Learn more about our offerings in these areas.