Dennis P Berry

Vice President, Wealth Management, Financial Advisor, Resident Manager , Financial Planning Specialist

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Products and Services For Families

529 Plans / Education Planning

Solutions for the many ways to save for a child's college education, including 529 College Savings Plans, Coverdell Education Savings Accounts and UGMA/UTMA.

Long Term Care Insurance

Helping clients protect their retirement portfolios by identifying a variety of long-term care solutions which provide security and peace of mind.

Trust Services and Accounting

Helping pair appropriate third-party trustees with your clients' trust accounts as well as assistance selecting an appropriate advisory solution for managing trust assets.

Estate Planning

Addressing the needs of your estate from helping families handle wills and legal documents to legacy planning and gifting to helping with family governance and wealth plan protection.

Ready to start a conversation? Contact Dennis P Berry today.

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