Steve
Bermack
CFP®, ChFC®
Here to act in your best interests
About me
I am an empathic financial planner who’s comfortable being straightforward with my clients about the actions they need to take to help secure a better future for themselves and their loved ones. Outside of work, I’m an avid runner and love to ski with my family. I’m also involved in community theater and enjoy appearing in a variety of shows.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Education
Bachelor of Science, Business and Economics - Lehigh University
Visit one of our Locations
New York I - Paramus
650 From Road
Suite 460
Paramus, NJ 07652
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.
