Aon
300 Jericho Quadrangle, Jericho, NY 11753
The Berkley Group is an Australian-owned wealth management organization. The company specializes in developing long-term relationships to provide for the financial requirements of high-net-worth individuals and enterprises. The company is a principal member of the Financial Planning Association. The Berkley Group, which maintains a location in Jericho, N.Y., has more than $2 billion under advice. Its services involve long-term financial planning and investment advice that cater to the requirements and objectives of each of life s stages. Services offered include savings and investment strategies, strategic and technical advice, wealth creation, investment portfolio management, taxation management, and estate and succession planning.
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- Hours
- Regular Hours
Mon - Fri: - Extra Phones
Fax: 516-294-1821
TollFree: 800-367-2545
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- Category
- Insurance
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