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Bernard Wealth Management Corp.

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United States

Founded in

2011 (14 Years)

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Get to know Bernard Wealth Management Corp.

Bernard Wealth Management Corp. is a fiduciary wealth management firm dedicated to providing personalized financial strategies for individuals, families, and business owners. Founded on the principle of placing client interests first, the firm specializes in a range of services including financial planning, investment management, retirement planning, and estate planning. They focus on building long-term relationships and creating customized, tax-efficient investment portfolios to help clients achieve their financial goals.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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