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. 

Disability Income Insurance

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Long-Term Care Self Insurance

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Financial IQ Test

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

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If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

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