Ken Bernard is the founder and President of Bernard Wealth Management. The key offerings include: wealth management, investment strategy, portfolio management, research, and financial counseling.
Areas of focus:
Tax Planning Strategies
Investments
Financial Strategies for LGBTQ Couples and Families
Intergenerational Planning
Retirement Planning Strategies
Estate Planning Stategies
We are retirement plan experts that will treat you like family.
Printed courtesy of www.royaloakchamber.com – Contact the Greater Royal Oak Chamber of Commerce for more information.
200 S. Washington Ave., Royal Oak, MI 48067 – (248) 547-4000 – coc@royaloakchamber.com