Raymond Berard, Westshore Financial Group, Inc.

Raymond Berard, Westshore Financial Group, Inc. Managing Director at Westshore Financial Group Since December 1997. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Westshore Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accountin

g advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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My firm is hiring!Looking for 2-3 people that I can coach and mentor that are outgoing, driven, enjoy helping others, an...
04/04/2023

My firm is hiring!
Looking for 2-3 people that I can coach and mentor that are outgoing, driven, enjoy helping others, and want an entrepreneurial opportunity.
Shoot me a message if interested in learning more...

Financial Advisors help families to create and protect wealth so they have the security to enjoy life to the fullest!Do ...
09/08/2022

Financial Advisors help families to create and protect wealth so they have the security to enjoy life to the fullest!

Do you want to be a part of the change? Contact me!

JOIN US ON MARCH 23RD AT 5:30 PM EST FOR A WEBINAR WITH SPECIAL GUEST APOLLO LUPESCU, VICE PRESIDENT AT DIMENSIONAL FUND...
03/04/2021

JOIN US ON MARCH 23RD AT 5:30 PM EST FOR A WEBINAR WITH SPECIAL GUEST APOLLO LUPESCU, VICE PRESIDENT AT DIMENSIONAL FUND ADVISORS.

LESSONS LEARNED FROM A CRAZY YEAR IN FINANCIAL MARKETS AND WHAT TO LOOK AHEAD TO.

Register here: https://lnkd.in/dFhX6US

Savings rate hits all time record of 33%. Before COVID the savings rate was 5%.
05/29/2020

Savings rate hits all time record of 33%. Before COVID the savings rate was 5%.

The coronavirus crisis has Americans hoarding more money than ever before.

Below is a link to a Dimensional Funds webinar taking place today at 2pm. They will review the recent volatility in fina...
03/13/2020

Below is a link to a Dimensional Funds webinar taking place today at 2pm. They will review the recent volatility in financial markets and provide perspective on the events of the last few weeks.

Market update as of Dec. 2, 2019. Year to date the stock market is up over 20%. Now is a great time to rebalance your po...
12/02/2019

Market update as of Dec. 2, 2019. Year to date the stock market is up over 20%. Now is a great time to rebalance your portfolio. Get in touch with me if you need help.

Here is the founder and CEO of DFA talking about investing and whether you can time the market. This is worth watching.
09/19/2019

Here is the founder and CEO of DFA talking about investing and whether you can time the market. This is worth watching.

David Booth, founder and executive chairman of Dimensional Fund Advisors, joins CNBC's "Squawk Box" to share his perspective on the markets and the economy.

Big changes are happening that will impact your retirement account.
05/24/2019

Big changes are happening that will impact your retirement account.

Americans could see the most significant changes in more than a decade to their retirement plans under legislation the House passed, with measures designed to make it easier for employers to offer 401(k)-type accounts and for participants to convert their balances into a steady lifetime income.

Should you invest based on recent market performance? The evidence suggests otherwise. Great information here. If you ...
04/12/2019

Should you invest based on recent market performance? The evidence suggests otherwise. Great information here. If you need help with your investment portfolio contact me for help.

Recent investment returns don’t tell you much about the future. Investors should view recent performance with the proper perspective.

Do you feel like you are on track to hit these by age 40? If you are unsure then let's talk.
04/11/2019

Do you feel like you are on track to hit these by age 40? If you are unsure then let's talk.

To keep you on pace for a bright financial future, we teamed up with Discover to put together some tips. Keep these in mind as you set your financial goals.

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Tampa, FL
33607

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