Andrea S. Marko-Ber

Andrea Marko-Ber is a highly knowledgeable, independent and experienced financial advisor. Andrea began her career over 20 years ago working in Merrill Lynch; then over 10 years ago, she expanded her knowledge in order to create a client’s full financial picture. Andrea explores the client’s immediate needs, estate and retirement planning, and tax-efficient solutions through investments, and insurance solutions.

As a society, we are living longer and want to enjoy a high standard of living; but we are struggling with higher taxes and faced with more serious health issues.

Business owners and self-employed individuals don’t fit into this cookie cutter mold of a client that traditional financial institutions demand. In addition, they are busy running and growing their businesses; therefore, Andrea offers sincerity, patience, flexibility in her schedule to accommodate her clients.

Her goal is not about meeting with a client only once; but creating a long-lasting relationship for the future to build dreams and face life’s hardships together.