Ted J. Bernat

Registered Representative

  

 

 

 

A professional Financial Planner with SagePoint Financial, Inc.

 

26 years of personal practical experience in:

 

  • Financial Planning
  • Investment Brokerage
  • Senior Life Planning
  • Insurance (Life and Long Term Care Coverage)
  • Real Estate
  • Business Ownership

 

My Services Provide:

        DIRECTION - continued guidance with your ever-changing personal financial planning program.

 

       ASSISTANCE - a disciplined approach to help you stay on track with your total financial plan.

 

 

      LEGACY PLANNING and PRESERVATION - for you, your spouse and your estate.

 

Phone (800) 837-1872
Fax (330) 241-5695