Bernardo Wealth Planning

Bernardo Wealth Planning is a financial advisory firm based in Harleysville, PA, dedicated to assisting clients in the creation, preservation, and management of their wealth. With a client-centered philosophy, they employ a team approach and utilize theme-driven tactical and non-correlated vehicles to help mitigate risk and maximize potential returns. Their comprehensive range of services includes retirement planning, investment services, family needs planning, business succession planning, and estate planning, all aimed at helping clients achieve their financial goals. With a strong emphasis on trust and service, Bernardo Wealth Planning is committed to providing personalized financial insights and market commentary to guide their clients towards financial success.Generated from the website

Motz Wealth Management is a financial advisory firm based in Harleysville, PA, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial planning and investment strategies, the firm aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Harleysville, PA area, Melissa Motz will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.