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Berner Financial Service Logo
Berner Financial Service CB Rank
2875047
Heat Score
42
Berner Financial Services provides financial planning and investment management services.
Founded
obfuscation
Private New Paltz, New York, United States1-10 www.bernerfinancial.com
Financial Services
Lending
Overview

Berner Financial Service
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Berner Financial Service

CB Rank
2875047
Berner Financial Services provides financial planning and investment management services.
Founded
obfuscation
Private New Paltz, New York, United States1-10 www.bernerfinancial.com
Financial Services
Lending

Key People

Details

Legal Name Berner Financial Services, LLC.
Operating Status Active
Company Type For Profit
Founders  Irene Berner
Phone Number +1 845 256 1950
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
Guidance on financial independence through planning for life events such as home purchases, education savings, and retirement.
Investment Management Services
Management of various investment options including equities, bonds, ETFs, mutual funds, and annuities.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

366
-90.06%
 in past month

IT Spend

$108.7KThis year, Berner Financial Service is projected to spend $108.7K on IT, according to Aberdeen.

Active Website Tech Count

22Berner Financial Service is actively using 22 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Berner Financial Service's headquarters? Berner Financial Service is located in New Paltz, New York, United States.
Who We Are
What We Do
Helpful Links
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