Janice Berner, Financial Advisor

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

06/23/2026

From Spain to Uruguay, these countries are attracting Americans seeking lower living costs, greater flexibility, remote work opportunities, and a better quality of life.

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

06/22/2026

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

06/22/2026

Since human gut instinct is a terrible predictor of performance, companies are looking to technology to help make better hiring decisions.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

06/21/2026

Happy Father’s Day everyone!
A big shoutout to all the dads who show up every day, give their best, and make life better for their families. Your dedication, hard work, and support don’t go unnoticed. Wishing you a well-deserved day of appreciation 💙

06/21/2026

DoubleTree's 700-plus hotels hand out more than 20 million chocolate chip cookies a year. The cookie has even been baked in space.

06/20/2026

Medicare, the federal health insurance program, can be complicated. Here’s how to start, and where to find help.

New webinar date announced! Join us next Wednesday, June 24 at 12:30pm for what promises to be a valuable and engaging d...
06/20/2026

New webinar date announced! Join us next Wednesday, June 24 at 12:30pm for what promises to be a valuable and engaging discussion - ‘Divorce Updates for 2026.’

I'm excited to be co-presenting with two attorneys, whom I greatly respect, Mick Judge and Ariana Flessas, of the distinguished family law practice Ligris. & Associates for a special webinar.

During this 20-minute session, we’ll discuss current financial and legal topics shaping divorce in 2026, including alimony and child support trends, closely held businesses, high-net-worth and alternative assets, ultra-high-net-worth executive compensation, and the increasing importance of prenuptial agreements.

Whether you are navigating a divorce, advising clients, or are simply interested in understanding today’s financial and legal landscape, this educational discussion will provide valuable insights.

Space is limited and advanced registration is required below:

janiceberner.com

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

Website

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