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Home > Financial Planner Directory > Alabama > Birmingham > Norman M. Berk, CPA, PFS, CFP®, J.D.
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Norman M. Berk, CPA, PFS, CFP®, J.D.

Berk Cleveland Rathmell Wealth Strategies, LLC

3500 Blue Lake Dr
Suite 155
Birmingham, AL 35243
Phone: (205) 298-1234
Fax: (205) 298-1230

Toll-free: (877) 340-5584

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.