We believe in establishing certain standards of operation that embrace principles of integrity, fairness and dedication to clients.
Our Roots are deeply embedded in family tradition. Several clients have been with us for a number of years,
The Berard Financial Group possesses qualities that are quite rare in the financial industry.
Knowledge is power and we empower clients. Our objective is to satisfy client financial needs all while teaching clients the products we carry.
The Berard Financial Group sees its long term future with clients in mind. We pride ourselves in being one of the best-rounded financial teams,
Our mission is to strive to build long-term relationships with clients so that we can grow with them and their families.
Quality drives all that we do. Quality is not perfection, but rather, the relentless pursuit of a standard of excellence.
We display this by:
Our most important product is integrity, and developing client trust represents the cornerstone of our business.
Clients will know that we:
We are committed to delivering excellent customer service at all times.
Clients can expect: