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St Bernard Financial Services, Inc.

EST. AUM
$136,237,104

CONTACTS
4

CLIENT ACCOUNTS
798

Firm Details

Metro area Little Rock
CRD Number 36956
Website stbernardfinancial.com
Client types

Overview

St. Bernard Financial Services, Inc. is an independent broker/dealer and registered investment advisory firm offering comprehensive financial services including financial planning, tax planning, investment advisory, securities brokerage, and insurance solutions to a broad client base across 46 states. Founded to provide a full suite of financial services beyond traditional brokerage, the firm emphasizes personalized client service and independence from large global entities, delivering customized strategies and products tailored to individual needs. Its experienced professionals support clients in achieving financial goals with quality service, integrity, and broad product offerings.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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