Bernie Ross


Bernie Ross is dedicated to providing personalized, comprehensive services pre-retirees and retirees need in pursuing their financial goals. "I provide pre-retirees with investment and savings strategies to help them prepare adequately for retirement, college savings and life insurance planning needs and Retirees with investment and estate planning solutions and a fundamental income planning strategy on how to spend down their retirement assets without outliving their savings and income needs.”

Holder of a B.A. in Economics from the University of Massachusetts, Bernie entered financial services in 1997 and has in-depth knowledge that comes from many years of experience guiding clients toward their financial goals. As an independent advisor,Bernie works exclusively for clients, not for financial companies or brokerages. This allows him to put his clients' best interests first.

Away from work, Bernie is active in his community, He has spent many years coaching youth baseball and is involved in numerous local based groups and organizations serving on boards of directors and always as an active community supporter & citizen. He enjoys many outdoor activities such as snowmobiling, ATV-ing, kayaking, hiking, boating, motorcycles and, above all, spending time with his wife and family.