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 Marco Island, FL area, Brad Bersh 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.
What services does Brad Bersh offer as a financial advisor?
Brad Bersh specializes in investments, retirement planning strategies, and wealth preservation strategies to help you achieve your financial goals.
Where is Brad Bersh's office located?
Brad Bersh's office is located at 914 Park Ave, Ste B, Marco Island, FL 34145, USA.
What are the office hours for Brad Bersh's financial advisory services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Brad Bersh to schedule a consultation?
You can contact Brad Bersh by phone at +1 239-768-8835 or by email at Brad.Bersh@ampf.com. Appointments can also be booked online via the provided reservation URL.
Does Brad Bersh offer online and onsite financial advisory services?
Yes, Brad Bersh offers both online appointments and onsite services to accommodate your preferences.
What language does Brad Bersh speak for consultations?
Brad Bersh conducts consultations in English.
Which professional associations is Brad Bersh affiliated with?
Brad Bersh is associated with the MBA (Master of Business Administration).
Are there other financial advisors near Brad Bersh's office on Marco Island?
Yes, nearby financial advisors include Terrence McCreanor, Vincent Magee, Dana Messina, and the Caxambas Financial Solutions Group, all part of Ameriprise Financial Services.
What nearby local dining options can I visit before or after my appointment with Brad Bersh?
You might enjoy nearby dining options like Little Caesars Pizza, Italian Deli and Market, Michelbob's Ribs, Island Chicken, and Sunset Chicken Marco.
What nearby entertainment or leisure spots are close to Brad Bersh's office?
Nearby entertainment options include the Xtreme Escape Game and Caxambas Park where you can relax or have fun before or after your financial advisory session.