Business ProfileforBernardo Wealth Planning LLC
At-a-glance
Related Categories
Overview
Bernardo Wealth Planning's investment strategy is a financial planning and advisory service that helps clients with panning for their future.
Business Details
- Location of This Business
- 464 Main Street, Harleysville, PA 19438-2344
- BBB File Opened:
- 4/8/2019
- Years in Business:
- 7
- Business Started:
- 6/1/2017
- Business Incorporated:
- 6/1/2016
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 173620 for this business, issued by Department of State-PA
These agencies may include:
Department of State-PA
PO Box 2649
Harrisburg PA 17105
https://www.dos.state.pa.us/bpoa
BBB records show a license number of CRD# 288705 for this business, issued by Financial Industry Regulatory Authority (FINRA)These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
BBB records show a license number of 497898 for this business, issued by Insurance Department-PAThese agencies may include:
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Fax: (717) 7878585
- Type of Entity:
- Limited Liability Company (LLC)
- Hours of Operation
Primary
- M:
- 9:00 AM - 4:30 PM
- T:
- 9:00 AM - 4:30 PM
- W:
- 9:00 AM - 4:30 PM
- Th:
- 9:00 AM - 4:30 PM
- F:
- 9:00 AM - 4:30 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Mr. Nicholas A. Bernardo CFP, Managing Partner
- Mr. Anthony J. Bernardo Jr., Partner
- Ms. Rose A. Bernardo CFP, Partner
- Contact Information
Principal
- Mr. Nicholas A. Bernardo CFP, Managing Partner
Customer Contact
- Mr. Nicholas A. Bernardo CFP, Managing Partner
- Additional Contact Information
Email Addresses
- Primary
Customer Complaints
0 Customer Complaints
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