About Eric Berner, Partner - Rock Castle Wealth Advisors
Eric Berner, a Partner at Rock Castle Wealth Advisors, is well-known for his attentive and personalized approach to financial advising. Clients appreciate his detailed understanding of their financial goals and his commitment to keeping them informed about their options. Many have been with him for years, noting that he takes a genuine interest in their futures and fosters a friendly relationship. With his expertise, Eric helps clients clarify, plan, and achieve their financial needs, consistently exceeding their expectations as a trusted advisor. His dedication and kindness have led to strong recommendations from satisfied clients, making him a sought-after resource for retirement financial needs. Eric provides top-notch customer service and financial counsel, going above and beyond to ensure he meets the right level of service for his clients. His long-term clients express peace of mind knowing he works hard to ensure their money is growing and working for them, guiding them with any concerns and providing information for success in retirement and beyond.
Eric has been our advisor for about 7 years now and I can't say enough good things. He has helped us not just with our IRAs including roll overs and then management, but has also assisted us with our long term planning and goals. We are secure now with Long Term Care Insurance, have a Trust to manage our assets and when we meet annually we feel like five star clients. It doesn't matter how much you have, Eric always treats you like you're the most important thing. In between meetings if we have questions he is always happy to help. He has become a friend over the years and we're thankful to have him guiding our retirement and future goals.
Eric Berner, of Rock Castle Wealth Advisors, takes personal ownership to ensure my financial security is the highest priority and that I understand all options available based on my age, personal financial situation and current market conditions. I’ve been a satisfied client for several years now
Eric Berner is a fantastic financial advisor. He’s always responsive, takes the time to answer my questions, and provides clear, helpful guidance. It’s reassuring to see my investments continuing to grow under his advice. I highly recommend Eric to anyone looking for a knowledgeable and trustworthy advisor.