Berman McAleer LLC, an independent financial advisory and wealth services firm that offers financial planning, investment management, and retirement services, announced that is has been awarded the Ascend Award for “Firm of the Year” from Kestra Financial, one of the country’s largest organizations serving more than 1,400 independent wealth management firms nationwide.
“We are proud of the work we do every day to help our clients succeed financially,” said David Berman, Berman McAleer’s CEO. “This prestigious, national industry honor solidifies our team’s dedication to each other and our clients.”
Berman McAleer directed the $5,000 award to the National Aquarium in Baltimore’s Urban Wetland Project.
The Ascend Award for “Firm of the Year” highlights one of the country’s leading wealth management firms for its dedication and remarkable service to clients. In the past few months Berman McAleer has grown its team in an effort to continue to serve its clients and provide them with the best possible client experience.