Janice Berner, Financial Advisor

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Janice Berner, Financial Advisor I’m an established financial professional with a background as a CPA and over 20 years in finance. I am licensed to sell insurance in CA, FL, MA, ME, NC, NH.

I am licensed to sell securities in: AL, FL, GA, MA, MI, NH, VT. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address:1 Marina Park Drive 16th Floor, Boston, MA 02210. 617-585-4500
CA Insurance Lic

10/14/2026

If you want to save cash on gas, take some tips from America's most miles-per-gallon obsessed drivers.

10/13/2026

A new financial power couple has arrived.

10/13/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning ...
10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/12/2026

The Treasury Department auto-enrolled 70 million children into Trump Accounts on Oct. 1.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/11/2026

In Washington, the cryptocurrency industry just suffered a crushing legislative defeat. On Wall Street, the crypto-powered tokenization of financial markets is proceeding at a rapid pace.

10/10/2026

In the third quarter, overall sales stalled, with GM reporting a 5.5% overall decline.

10/09/2026

In theory, AI agents could move cash to accounts with higher interest rates, potentially threatening banks’ cheap deposits.

Address

301 Edgewater Place Suite 200
Wakefield, MA
01880

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17818764111

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