Robert E Berard, Private Wealth Advisor serving the White Plains, NY area - Ameriprise Advisors

Robert E Berard

CFP®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what I do

I get to know my clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. I am committed to providing advice in your best interest, and I’m proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"

Ready to learn more about how I can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Honored to receive industry recognition

I have some good news to share — I’ve won the 2021 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.

My videos

2 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)