Bernard AndersonPrincipal, Unisyn Companies Bernard Anderson, a principal with Unisyn Companies, is an independent financial advisor whose practice focuses on the unique wealth management needs of high net worth individuals, corporate executives and successful small business owners.He is a member of National Financial Partners (NY), a premier independent financial services network of entrepreneurs that cater to the affluent market.
Anderson's clients benefit from creative strategies he
provides that help to reduce taxes and enhance wealth.Products and services offered include retirement planning, estate planning, nonqualified deferred compensation plans, asset allocation, managed accounts, 401(K)/IRA rollovers, executive benefit plans, long term disability and life insurance.
"Our investment philosophy is to work within our clients' risk tolerance and time horizon to effectively achieve a competitive and more consistent rate of return while reducing and controlling the level of risk, all with low cost and great service, and driven by the client's objectives," he
says.Anderson earned a Bachelor's degree in business from North Carolina A&T State University and his Master's degree from Florida Institute of Technology.Upon graduation from college, he was commissioned a Second Lieutenant and Finance Officer in the U.S. Army and served in the 2nd Infantry Division, Korea, Ft. Soto Cano, Honduras and the Pentagon, among other locations. He currently serves as board member and chair of the Capital Campaign and building fund for Mary Hall Freedom House, a nonprofit organization dedicated to assisting women who have struggled with substance and alcohol abuse and /or homelessness.He is also board member of the Atlanta Business League and holds memberships with the Georgia Planned Giving Council, Cobb County Estate Planning Council and Georgia Minority Supplier Development Council.He is a member of the National Association of Life Underwriters, and a Registered Representative of member firm, Partners Securities Inc., Austin, Texas.He
has been featured in local publications and has made an appearance on Atlanta's WSB-TV
can be reached at 770-612-8197 or email@example.com.Visit the Unisyn Web site at http://www.unisyn-nfp.com/.
Back to Blacks in Finance
Loan & interest rate comparison calculator