Bernicke & Associates Ltd
4813 Keystone Crossing
Eau Claire, WI (Wisconsin) 54701-5076
Eau Claire, WI (Wisconsin) 54701-5076
Business Details
Barry Bernicke (Owner)
| Products: | 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries |
| Services: | Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management |
| Professionals on Staff: | Analysts |
| Certifications: | Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor |
| General Content: | 010310Attr:payroll Services, 126420Attr:retirement Plans, Accountants Certified Public Cpa, Asset Management, Financial Planning, Investment Advisory Service, Portfolio Managemet |
| Sales Volume: | 2M - 5M |
| Employee Size Range: | 1 (appx) |
Additional Categories
Bernicke & Associates Ltd is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Investment Advisory Service
- Portfolio Management > Financial Planning & Services
- Investment Advice
- Investment Advice
- Investment Advice > Financial Planning & Services
