Janice Berner, Financial Advisor

Janice Berner, Financial Advisor I’m an established financial professional with a background as a CPA and over 20 years in finance. I am licensed to sell insurance in CA, FL, MA, ME, NC, NH.

I am licensed to sell securities in: AL, FL, GA, MA, MI, NH, VT. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address:1 Marina Park Drive 16th Floor, Boston, MA 02210. 617-585-4500
CA Insurance Lic

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/31/2026

Apps like Uber and GoPuff are seeing a boost in Gen Z worker registrations this month. The jump comes as many college students are beginning summer break. Gen Z workers are facing a tough job market as entry-level roles dry up, and AI use increases.

05/30/2026

These simple productivity habits focus on what actually moves the needle, from managing your energy to repurposing content and focusing on real outcomes.

05/29/2026

On YouTube, creators always owned the content. Now they're building the Hollywood-style business infrastructure around it. This is what the new media moguls instead.

05/28/2026

Following simple modern-day etiquette in an inceasingly digital, AI-driven world can create more positive connections and improve your professional image.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

05/26/2026

Getting email personalization right — and, more importantly, implementing it at scale — is what can really move the needle for ecommerce brands that are struggling to drive decent ROI from their email marketing efforts.

Address

301 Edgewater Place Suite 200
Wakefield, MA
01880

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17818764111

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