Get to Know Us - Maine HR Convention

Earlier this month, BerryDunn Wealth Management participated as a sponsor in the Maine HR Convention at the Samoset Resort. When describing our retirement plan advisory services to a number of professionals, we repeatedly heard “oh, we didn’t know that BerryDunn did that.” We even heard such comments from BerryDunn clients. We often got a similar response when we described our personal financial planning and investment management services. Our team wants to let you know that BerryDunn Wealth Management DOES serve as a financial and investment advisor to corporate retirement plans and even acts as a co-fiduciary with the plan sponsor and trustees. In that capacity, we would welcome the opportunity to review and discuss your corporate retirement plan to make sure that you are getting the services you deserve.

Berry Dunn Wealth Management also DOES serve individual clients and families providing comprehensive financial and retirement planning, investment advisory and insurance services. We would love the opportunity to help you (and others you know) in those areas as well.

Please contact us to find out more about all of the services we offer!