Be our client

  • Why work with Berard Financial Group?

    • Unbiased – we are not owned or influenced by one company or another.
    • Innovative ideas and solutions – being unbiased allows us to freely work with various products to develop the best solutions for your business.
    • Ongoing support – we provide ongoing support for group clients by negotiating on their behalf with the provider.
    • Value - we are often able to reduce benefit costs by 20-30% through our expert process of efficient plan design, while offering the most competitive pricing in the industry.

Our Investment Approach

  • The first step in Berard Financial Groups investment approach is to determine an appropriate asset allocation, which is an outgrowth of your financial security plan. The asset allocation is generally implemented through the purchase of mutual funds. The following are some of the major features of the investment approach.

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Our Beliefs

  • We believe in establishing certain standards of operation that embrace principles of integrity, fairness and dedication to clients.



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