Grandparent Legacy Program
Our founder, Harvey Berk, brings over 38 years of financial planning experience with the professional designations of certified financial planner and chartered retirement planning counselor. With licenses and certifications to sell many other financial products, he also started the leading financial planning and investment firm Berk Wealth Management. The cost of initiating Grandparent Legacy Prog
10/25/2018
Want to see your investments thrive? We can help! Find out more by visiting https://www.grandparentlegacyprogram.com/investments-for-grandchildren.html now.
09/27/2018
Are you interested in finding out more about our investment programs? We're here to help preserve your legacy! Call 1-800-514-4414 to get started.
08/16/2018
Our personalized family trust ensures that your money is used to benefit only your grandchildren. Visit https://www.grandparentlegacyprogram.com/investments-for-grandchildren.html for more information!
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Contact the business
Address
Boca Raton, FL
33432
Opening Hours
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |