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

09/07/2026

Retirement planning goes beyond savings. Learn how purpose, relationships, community, financial clarity and sleep help support a fulfilling retirement.

09/06/2026

Meet the third-generation kids trying to take over the 'Disneyland of grocery stores' from their dad.

09/05/2026

Dolly Parton, the legendary singer turned business mogul and philanthropist, could always be relied on for some straight-talking advice. Even when it came to emulating her massive success, the country music star’s guidance was simple: “Work your butt off.”

09/04/2026

After choosing independence over a takeover, one biotech’s bet paid off with a breakthrough cancer drug—and now comes the challenge of getting it to patients.

09/03/2026

The billionaire philanthropist Bill Gates urges regulation and global coordination to prepare for the likely harms to employment, safety and well-being.

09/02/2026

It’s easy to assume that most adults are saving for retirement—but whether that’s true depends a lot on age. Federal Reserve survey data show that participation rises quickly in early adulthood, peaks in midlife, and then gradually declines.

09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/31/2026

Building wealth through business ownership means creating more than income. Learn how women entrepreneurs can turn their businesses into valuable assets.

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

Website

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