Grandparent Legacy Program
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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 Program trusts are included in most programs, as drafted trusts can cost upwards of $2,500 or $3,500 when being drafted by an attorney. For your convenience, we have locations in New York City; Beverly Hills, California; and Boca Raton, Florida. Call or email us to learn how our program can greatly benefit your family.
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.
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Address
Boca Raton, FL
33432
Opening Hours
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |
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