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St. Bernard Financial Services, Inc.


St. Bernard Financial Services is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
St. Bernard was founded with a vision to fill the need for a complete financial services company.  The need for more than a security or insurance brokerage company.  The need of one source for financial planning, tax planning, investment advisory services, securities, insurance, mortgages loans and commercial financing. They believe you will have to look long and hard to find another firm that offers such complete financial services and the variety of financial products available at St. Bernard Financial Services.
 
St. Bernard Financial Services is an independent broker dealer and registered investment advisory firm. They offer very extensive and comprehensive financial services to a broad client base. St. Bernard serves their clients from twenty three offices with twenty six experienced financial professionals. The financial professionals at St. Bernard have sound credentials which reflect their diverse backgrounds and experience.Collectively, with over 340 years of combined experience, these registered securities representatives include registered investment advisors, certified life underwriters, chartered financial consultants, certified financial planners, MBA's, certified funds analysis', and financial services company managers.
 
St. Bernard Financial Services serves a broad client base with comprehensive financial services. They conduct a complete financial analysis to better understand and evaluate their client’s specific needs and propose sound solutions to work towards their financial objectives. Their Ultimate Services include Personal Financial Planning and Consulting, Registered Investment Advisory Services, Home Loans, Educational and Informational Seminars.
 
St. Bernard Financial Services offers a broad line of financial products from some of the best known companies in the financial services industry. As an independent broker dealer they can properly match their client’s needs to the appropriate financial instrument. Their Ultimate Financial Products include Government and Municipal Bonds, Asset Management, Home and Commercial Loans, Business Loans Up to $300 million on income property. The company's goal is to have steady growth through working closely with their customers to help them succeed.

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