Eric Berner, CDFA
Waddell & Reed
404 BNA Drive
Nashville, TN 37217
Phone: (615) 399-0128
Helping people gain more confidence in their financial lives is my passion. Your needs, concerns and goals are at the focal point of designing a blueprint for your financial future. If you’ ve ever spent time planning for a vacation then you may know that it takes time to make sure you have enough money and to make the most of the amount that you have to spend.
Your retirement may be the longest, most significant vacation in your entire life!
Your complimentary, no obligation initial consultation* will get you underway.
*The free consultation provides an overview of investment and financial planning services offered through Waddell & Reed, Inc. You are not obligated to purchase any products or services as a result of receiving the free consultation. Securities and Investment Advisory Services offered through Waddell & Reed, Inc. a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.