My Mission

Welcome to Bernier Financial Services, where I combine my expertise in financial services with a focus on building lasting relationships to help you take control of your financial future. Together, we’ll address your unique needs and design sound investment and insurance strategies that align with your goals.

As the Founder and President of Bernier Financial Services, I’ve been navigating clients through the complexities of retirement since 2006. My credentials, including a certified Retirement Planning Specialist® from The Wharton School of the University of Pennsylvania and a CRPC® designation from the College for Financial Planning, reflect my commitment to providing top-notch services.

Being a consistent qualifier for the Million Dollar Round Table (MDRT) and a member of Equitable Advisors Elite Producer Group (EPG), I’m experienced in meeting the needs of affluent individuals, corporate executives, and business owners.

At Bernier Financial Services, we offer various financial products and services to help you achieve a more stable financial future, including Fee-Based Financial Planning, Retirement Planning, Business Planning, Annuities, Life Insurance, Disability Income, Long-Term Care Insurance, and more.

Let’s work together to secure your financial future. Reach out to me via email, phone, or register for a meeting on my website using the “Appointment Sign-up” link.

Thank you for visiting!