Berkeridge Financial Services
Insurance,
Financial AdvisingHours:
2288 Pulaski Hwy Unit D, North East MD 21901 Hours
Most Recent Reviews
June 2024
Stephen knows what he is doing! He is working to fix a mess left by previous 2 accountants on my business and personal taxes.
May 2024
Thank you so much for all your guidance and assistance!! The service you provide is absolutely ? the best!!!
May 2024
This is the first year I have used Steven and was very impressed. He was detailed, very knowledgeable, and took the time to explain every step. I will be using his tax and investment services going forward. If you are looking for top notch service then this is your guy!
More Comments(14)
About Berkeridge Financial Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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