Bank of America Private Client Advisor Peter Bernard

Financial consultant

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Services Offered

Investment advice
Investment strategies
Financial planning

About

Peter Bernard is a Private Client Advisor based in New York, New York, offering tailored investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide personalized financial guidance. Peter specializes in investment management and financial planning, helping individuals and families navigate their financial journeys. His approach is centered on aligning clients' investments with their long-term objectives.

Reviews

Location

1 Bryant Pk, New York, New York

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Contact This Advisor

Business Information

Address

1 Bryant Pk
New York, New York 10036

Phone

+1212-852-3034

Website

https://private.bankofamerica.com/sites/ny/new-york/peter_bernard

Business Hours

Contact for business hours