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General Info

The Berkley Group is an Australian-owned wealth management organization. The company specializes in developing long-term relationships to provide for the financial requirements of high-net-worth individuals and enterprises. The company is a principal member of the Financial Planning Association. The Berkley Group, which maintains a location in Jericho, N.Y., has more than $2 billion under advice. Its services involve long-term financial planning and investment advice that cater to the requirements and objectives of each of life s stages. Services offered include savings and investment strategies, strategic and technical advice, wealth creation, investment portfolio management, taxation management, and estate and succession planning.

Extra Phones

Fax: (516) 294-1821

TollFree: (800) 367-2545

Other Link

https://www.aon.com/home/index.html

Category

Insurance

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Details

Phone: (516) 294-0220

Address: 300 Jericho Quadrangle, Jericho, NY 11753

Website: https://www.aon.com/home/index.html