Berman McAleer, Inc. : Home

Welcome to Berman McAleer

The professionals of Berman McAleer, Inc. provide financial advice dedicated to total wealth management.  Areas of specialty include investment management*, estate planning*, retirement planning*, risk management*, insurance planning, education funding, and long term tax planning as elements of the comprehensive financial planning process. 

At Berman McAleer we believe that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your financial professionals, we will do everything possible to keep you focused on where you want to go, advise you on how to get there, and remain committed to the disciplined approach necessary to realizing your full financial potential.

Our philosophy is to provide clients with outstanding service and thorough advice.  We pride ourselves in having a knowledgeable, capable and experienced staff of professionals, available to assist clients in every possible way.

Our firm was founded on the belief that the interests of clients must always come first.  Our goal is to provide clients with the information and guidance necessary to make sound and informed financial decisions. Our financial professionals provide a wide range of financial services for those who want to protect and grow their financial assets.

Thank you for visiting our web site.  Please use it often to track and research your investments, communicate with us via e-mail, and obtain useful and timely information on a variety of financial topics. 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

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