Harry
Berman
CMFC™, CRPC™
Here to act in your best interests
About me
Throughout my career, I have been committed to helping families achieve their financial goals and realize their dreams and visions for the future. Outside of work, I enjoy spending time with my family, traveling and learning more about our magnificent country.
Certifications
Chartered Mutual Fund Counselor™
Chartered Retirement Planning Counselor™
Education
Bachelor of Arts, English & Political Science - University of Rochester
Master of Business Administration, Finance & Marketing - University of Connecticut
Visit one of our Locations
Harrisburg
4050 Crums Mill Road
Suite 204
Harrisburg, PA 17112
Harrisburg - Allentown (Appt Only)
6081 Hamilton Boulevard
Suite 600
Allentown, PA 18106
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
