Berner Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

7 Maplebrook Ln, New Paltz, New York, 12...

Phone Number

(845) 256-1950

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Berner Financial Services

Berner Financial Services LLC specializes in educating and guiding women towards financial independence through comprehensive financial planning. They offer pro bono advice on various financial matters, including home purchasing, debt management, children's education savings, and retirement planning. The firm is dedicated to empowering clients by providing them with the knowledge and options necessary to make informed financial decisions. Their services are particularly focused on women navigating life transitions.Explore more
Berner Financial Services's Social MediaPopular SearchesBerner Financial ServicesBerner Financial Services LLCBerner Financial Consulting Services IncBerner Financial SvceIrene Berner AssocsSIC Code 62,628NAICS Code 52,523Show more

Berner Financial Services Org Chart

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Compare insights from companies similar to Berner Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Berner Financial Services

<$5M
1-10
Private
-
1997
CB
Cheryl BenoitAdministrative Assistant
$5.8M
11-50
Private
-
2012
MC
Mary CrooksOffice Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
CS
Christopher SeeleyFinancial Advisor
<$5M
1-10
Private
-
2018
AM
Andrew MaronPresident & CEO
<$5M
1-10
Private
-
2019
CL
Chris LivingstonPrivate Wealth Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Berner Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Berner Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Berner Financial Services.

Berner Financial Services Tech Stack

A closer look at the technologies used by Berner Financial Services

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Frequently Asked Questions Regarding Berner Financial Services

What is Berner Financial Services's official website?
Berner Financial Services's official website is www.bernerfinancial.com
What is Berner Financial Services's Revenue?
Berner Financial Services's revenue is <$5 Million
What is Berner Financial Services's SIC code?
Berner Financial Services's SIC: 62,628
What is Berner Financial Services's NAICS code?
Berner Financial Services's NAICS: 52,523
How many employees does Berner Financial Services have?
Berner Financial Services has 1-10 employees
What industry does Berner Financial Services belong to?
Berner Financial Services is in the industry of: Finance, Securities Trading
What is Berner Financial Services competition?
Berner Financial Services top competitors include: Cobblestone Financial Advisors, Wealthbridge Capital Consulting, Paragon Strategic Wealth, Oakfield Wealth Management Group
What technology does Berner Financial Services use?
Some of the popular technologies that Berner Financial Services uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Berner Financial Services?
Berner Financial Services contact info: Phone number: (845) 256-1950 Website: www.bernerfinancial.com
What does Berner Financial Services do?

Berner Financial Services LLC specializes in educating and guiding women towards financial independence through comprehensive financial planning. They offer pro bono advice on various financial matters, including home purchasing, debt management, children's education savings, and retirement planning. The firm is dedicated to empowering clients by p... roviding them with the knowledge and options necessary to make informed financial decisions. Their services are particularly focused on women navigating life transitions.Read More

What are Berner Financial Services social media links?
Berner Financial Services Linkedin page Berner Financial Services Twitter page Berner Financial Services Facebook page
Is Berner Financial Services a public company?
Berner Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Berner Financial Services

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