Berard & Associates - Ameriprise Financial Services, LLC - White Plains (NY)

Kevin Connolly Great understanding of clients needs. Is a fiduciary that has the best interest of the client.

Ricardo Carde Todd was always available to answer questions and clear up any problems. Him and his team did very fine work and were able to help us move through the lending process as quickly as our situation necessitated. we cant begin to thank Homestead enough!

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.