James Bernard

Financial Planner at Ayco Company - Saratoga Springs, NY, US

James Bernard's Colleagues at Ayco Company
Julian Becker

Associate, Trust Advisory Service

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Margaret Johnson

Associate, Consumer and Wealth Management

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Mike Moorby

Vice President, Financial Counseling

Contact Mike Moorby

Michael Sevchuk

Vice President, Private Wealth Management

Contact Michael Sevchuk

Liang Goh

Technology Analyst

Contact Liang Goh

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James Bernard's Contact Details
HQ
518-886-4000
Location
New York City Metropolitan Area
Company
Ayco Company
James Bernard's Company Details

Ayco Company

Saratoga Springs, NY, US • 1000 - 4999 Employees
Financial Services

Goldman Sachs Ayco Personal Financial Management is an industry pioneer and preeminent leader of company-sponsored financial planning benefits. We believe companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control.With a rich, 50-year history providing financial planning and investment services to employees across Corporate America, we develop, design and implement comprehensive financial management solutions to deliver a more productive and engaged workforce to our clients. Our advisors educate and guide implementation across a broad range of financial topics, including employee benefits. Advisory services offered by The Ayco Company, L.P. d/b/a Goldman Sachs Ayco Personal Financial Management ("Ayco"). Brokerage services are offered through Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. (a limited purpose broker-dealer), both affiliates of Ayco and members FINRA/SIPC.

Financial Planning Management Law Tax Development & Training Marketing & Business Development Technology Operations Development & Training Marketing & Business Development Financial Services Financial Advisory Services
Details about Ayco Company
Frequently Asked Questions about James Bernard
James Bernard currently works for Ayco Company.
James Bernard's role at Ayco Company is Financial Planner.
James Bernard's email address is ***@ayco.com. To view James Bernard's full email address, please signup to ConnectPlex.
James Bernard works in the Financial Services industry.
James Bernard's colleagues at Ayco Company are Rohan Shiroor, Julian Becker, Margaret Johnson, Mike Moorby, Michael Sevchuk, Brennan McCormack, Liang Goh and others.
James Bernard's phone number is 518-886-4000
See more information about James Bernard