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

Karen Romano Unprofessional. Terminated insurance without notifying me. My employer switched companies and he dropped all the employees coverage without notifying my employer nor did he notify any of the employees directly about this. Would not recommend him to anyone. Poor communication

Jan Saffire Ive been with this Bank for well over a year now and will never leave. All of their officers and people are very helpful and pleasant to deal with. Great experience and help. Jan

Carly Katz-Hackman Have really had an amazing experience so far in my almost two years with BKFi. They are 1. Awesome humans, and 2. Really understand where my family wants to go with our finances and has done so much to help us get there. My pet peeve is leaving money on the table, and they ensure that its all in my pocket and the table is wiped clean. And we have fun while were at it! Nothing but great things to say!

Jeremiah Cisz Good people and good work!

Catherine F Excellent advice, reputable advisors