Hello, how we can help?

Our web design services include building fully responsive websites from scratch, website redesigns, content management system (CMS) implementation like WordPress, custom programming, and development. We create intuitive and creative designs optimized for user experience across devices. Quality is our top priority, so each site undergoes thorough browser compatibility and performance testing before launch. Most importantly, communication is emphasized throughout the entire process.

We have experience managing profiles on major platforms like Facebook, Twitter, LinkedIn, Instagram and Pinterest. Our social media management services include content planning and creation, community engagement, advertising and more to help boost your brand awareness and engagement. In addition to posting and engagement, we handle all analytics tracking and reporting. On a monthly basis, we provide in-depth reports on metrics like followers, reach, engagements, shares and link clicks.

Digital advertising is a powerful way to get your brand or services in front of a qualified audience. We offer campaign management on Google, Facebook and Instagram. Our experts analyze data and ROI to optimize ads for conversions. Advertising when done strategically can result in good ROI through new customers and sales. Our holistic digital advertising services are aimed at driving real business outcomes through strategic audience targeting, optimization of ad spend and actionable analytics.


We’ll provide monthly analytics reports showing key metrics like post reaches, engagements, follower growth and more. This allows us to identify top performing content types and make adjustments. Metrics vary by platform but may include likes, comments, shares, clicks and conversions. These actionable reports give recommendations and allow us to continually optimize strategies based on what’s working best. Our goal is to translate social analytics into tangible insights that can be applied to continuously improve results and move your business forward.

Our process involves an initial call to understand your business goals. Then we present a customized proposal and work plan. Subject to approval, our team gets to work on analysis, design/development, and content creation. We provide interim updates and seek feedback. Once completed, support is provided for updates and maintenance. During this whole process, our team is available 24/7 for all sorts of queries and recommendations.

We aim to make high-quality graphic design accessible through various budget-friendly packages. So, we offer several graphic design packages tailored for startups versus established brands. Packages include logos, templates and certain quantities of additional design work – perfect for those on a budget. Contact us for pricing on our various graphic design bundles.

Financial Planning Support

Yes! Are you halfway to retirement and need a solid plan? About to change jobs or have a pending marriage or divorce? Saving for a child’s education? We will build you a customized financial plan that will help you reach your goals and map out your financial future until age 95, and beyond.

Beratung Financial has been recognized six years in a row as one of the “Top 10 Financial Advisors in New York, ” beating out thousands of other wealth management firms. This award was bestowed upon us in recognition of our comprehensive approach to financial planning and our robust investing strategies. We are here to advise you on any aspect of your life that is touched by money. We consider all the topics outlined in the chart, below, to ensure that you have a secure financial future.

Your financial plan is a living, breathing document. For most of our clients, we update their financial plan each year.

Yes! Our interactive, easy-to-use software solution will allow you to stay on top of your finances as never before. You will be able to see all your bills and money at a glance on your custom Beratung Financial client dashboard. You can effortlessly track your spending and check your account balances in real time.

We’re committed to keeping your data secure, and use multiple safety measures, like secure encryption. We are serious about security, and work to keep your information protected.

To learn more about your Beratung Financial Client Dashboard: Click Here

Investment Management Support

As independent, fee-only, fiduciary advisors, we have access to thousands of investment solutions and can objectively choose the best investments to help you reach your goals. We partner with the top research firms to thoroughly vet every investment that we recommend for your portfolio. Beratun Financial also uses a disciplined process to add and remove investments from your portfolio, along with rebalancing the mix of stocks and bonds that is right for you. We structure portfolios for the long term, so that you can live your best life – now and in the future. The financial markets have been as unpredictable as ever, so you need a seasoned professional by your side who can build you a resilient portfolio that can adjust for the changing tides and protect your money. Beratung Financial is here for you!

Beratung Financial offers both financial planning and investment management. If you want only stand-alone financial planning, then we’re probably not the right fit.

In addition to the Certified Financial Planner™ designation, our advisors are also Certified Divorce Financial Analyst® professionals. A CDFA® is an expert on the financial facets of divorce and plays a critical role in making sure that you are financially secure during and after your divorce.

Getting Started

Finding a top wealth management firm to trust with your money and financial future is just as important as finding a good doctor. You want someone you can trust, who has your best interests at heart, and takes the time to get to know you. Let’s get started!

Please click on the link to our calendar or call our office at 292-3454-9008, and our team will set up your initial complimentary consultation. In this meeting, we will review your full financial picture, and evaluate if we are the best financial advisor for you.

You still have a question?

If you cannot find answer to your question in our FAQ, you can always contact us. We will answer to you shortly!