Personal Services

St. Bernard Financial Services, Inc. serves a broad client base with comprehensive financial services. We conduct a complete financial analysis to better understand and evaluate our clients specific needs and propose sound solutions to work toward their financial objectives. Our Ultimate Services include:

  • Personal Financial Planning & Consulting
  • Retirement & Estate Planning
  • Education Planning
  • Life, Health & Disability Protection Planning
  • Registered Investment Advisory Services
  • Asset Management
  • Educational & Informational Seminars
  • Tax Planning