Berris Group, LLC

Berris Group, LLC Financial consultant in

Berris Group, LLC is a reputable financial consulting firm located in the Eastern Time Zone, dedicated to providing expert financial advisory services to individuals and businesses. With operating hours from 9 AM to 5 PM, Monday through Friday, Berris Group ensures accessibility and convenience for clients seeking financial guidance during regular business hours. Although closed on weekends, their commitment to quality service is reflected in the consistently positive reviews they receive from satisfied clients. Berris Group, LLC is an ideal choice for those in need of professional financial advice and strategic planning to achieve their financial goals.

Services Offered

• Financial Planning
• Investment Advisory
• Retirement Planning
• Tax Strategy and Preparation
• Risk Management
• Estate Planning

Cost Range

The cost of services provided by Berris Group, LLC varies depending on the complexity of the financial needs and services rendered. Typically, consultation fees can range from $150 to $300 per hour. For comprehensive financial planning packages, prices may vary and are best discussed directly with a Berris Group consultant to tailor services to individual needs.

Local Tips

• Schedule appointments during mid-morning or early afternoon to avoid peak times.
• Consider preparing financial documents and questions in advance to maximize your consultation time.
• Look out for any special seminars or workshops that Berris Group may offer periodically for additional learning opportunities.

FAQs

Do I need to schedule an appointment, or do you accept walk-ins?

Appointments are recommended to ensure a dedicated time slot with a financial consultant.

What should I bring to my first consultation?

Bring any relevant financial documents, such as bank statements, investment portfolios, tax returns, and a list of financial goals or questions.

Is there a minimum asset requirement to work with Berris Group?

No, Berris Group welcomes clients at all levels of financial standing and can tailor services to meet diverse needs.

Monday: 9AM-5PM | Tuesday: 9AM-5PM | Wednesday: 9AM-5PM | Thursday: 9AM-5PM | Friday: 9AM-5PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
average rating from reviews for Berris Group, LLC: