Financial Planning Consultants
Bernardo Wealth Planning LLCAbout
About This Business
Bernardo Wealth Planning's investment strategy is a financial planning and advisory service that helps clients with panning for their future.
Years in Business: 8
Business Details
- BBB File Opened:
- 4/8/2019
- Business Started:
- 6/1/2017
- Business Incorporated:
- 6/1/2016
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Nicholas A. Bernardo CFP, Managing Partner
- Mr. Anthony J. Bernardo Jr., Partner
- Ms. Rose A. Bernardo CFP, Partner
Additional Contact Information
- Principal Contacts
- Mr. Nicholas A. Bernardo CFP, Managing Partner
- Customer Contacts
- Mr. Nicholas A. Bernardo CFP, Managing Partner
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 173620 for this business, issued by Department of State-PA
Department of State-PA
PO Box 2649
Harrisburg PA 17105
BBB records show a license number of CRD# 288705 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
BBB records show a license number of 497898 for this business, issued by Insurance Department-PA
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Additional Information
- Business Categories
- Financial Planning Consultants, Financial Services
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