Janice Berner, Financial Advisor

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Janice Berner, Financial Advisor I’m an established financial professional with a background as a CPA and over 20 years in finance. I am licensed to sell insurance in CA, FL, MA, ME, NC, NH.

I am licensed to sell securities in: AL, FL, GA, MA, MI, NH, VT. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address:1 Marina Park Drive 16th Floor, Boston, MA 02210. 617-585-4500
CA Insurance Lic

11/01/2026

Opera is a pricey endeavor, and organizations around the country are struggling to cover the costs.

10/31/2026

A Roth IRA can be an excellent way to stash away money for your retirement years. Like its traditional IRA cousin, this retirement savings account allows your investments to grow tax free

10/30/2026

If your employer offers you a buyout, as Microsoft just did for roughly 60,000 employees, learn six essential questions to ask before you say yes.

10/29/2026

They spent $1,000 in 2015 for a ‘timeless ticket.’ When they went to cash in for the World Series, the payoff was underwhelming.

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from wor...
10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

10/28/2026

From childhood prodigy to AI pioneer to Nobel Prize winner, Demis Hassabis has always had a simple plan. Step one, solve intelligence. Step two, solve everything else.

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he share...
10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

10/27/2026
Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contribu...
10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/27/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

Address

301 Edgewater Place Suite 200
Wakefield, MA
01880

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17818764111

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