Marco BerardiFinancial Consultant
As a Financial Consultant with Investment Planning Counsel, my objective is to help you and your family achieve your financial dreams and goals. Everyone's lifestyle is individual – priorities and value of experiences, belongings, and responsibilities vary from person to person. I thoroughly enjoy working with people to gather an understanding of personal needs and identify lifestyle goals. Together, we establish a plan that will assist in reaching these goals.
Throughout life, change is constant. Once a financial strategy is implemented, it is important that it be regularly monitored to ensure the plan in place remains in line with your overall goals. Whether you are saving for retirement, children's education or for your dream vacation, we will work together to put in place a suitable solution customized to your personal needs. Commitment to customer service is imperative -- I strive to deliver the best to all clients.
I am proud to be a Financial Consultant with Investment Planning Counsel and welcome the opportunity to work with you and your family.