About - Team

Welcome — I'm Janice Berner, CLTC, CPA*, MBA, CDFA, a Financial Advisor based in Wakefield, Boston and Wellesley, Massachusetts and Exeter, New Hampshire. 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..."

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.