The David Berdow Company, LLC. is a financial planning and benefits company with over 40 years of combined experience. We have three CERTIFIED FINANCIAL PLANNER TM Certificants and our scope of services range from fee based financial planning, to managing assets, to the sale of insurance.

Financial planning is the foundation for anyone developing a disciplined approach with his or her finances. In our experience, we have seen many clients with a less than advantageous financial outlook. One of the leading factors of this is the absence of a clear and systematic approach to their financial goals. Financial plans are not produced contingent on the sale of product, however are developed based upon your individual needs. Upon completion of a financial plan, it is our client’s responsibility to implement the plan recommendations. 

We work with numerous asset managers while helping our clients design an investment portfolio that matches their specific needs. Our advisors work with a broad scope of retirement plans ranging from Defined Benefit Plans to Defined Contribution Plans. Our insurance portfolio includes Medical, Dental, Disability, Life and Long Term Care Insurance with highly rated insurance carriers. 

Thank you for taking the time to visit our website and we look forward to hearing from you.