NALLI, BERARDI & ASSOCIATES

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Advisors

Stephen Berardi

Stephen Berardi

CFP®, CRPC®

Financial Advisor

Associate Vice President
Visit Stephen Berardi's website

Team

Gerald Costa

Gerald Costa

Registered Client Service Associate,

Financial Planning Specialist

Bridget Mouse

Client Service Coordinator