Eric Berner, CDFA / Professional Organizer in Nashville, Tennessee

Beyond standard organizing, Eric Berner - Financial Advisor with Waddell & Reed, assists with helping you put your financial puzzle together while making sure that you have a solid financial plan to help you reach goals for you and your estate. He can also assist with long term care planning.

Specialties

401k Rollovers Annuities Estate Organizing Financial Planning Insurance Planning Investment Planning IRA's Life Insurance Long Term Care Insurance Retirement Planning Roth IRA's
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