Our Services

Berman Capital Management & Research has provided investment services in Joliet, IL and the surrounding Chicago suburbs since 1984.  We are committed to helping investors reach their financial goals and objectives.  Individuals who desire an analysis of their Financial goals for retirement and/or are interested in on-going professional monitoring of their investments will find our services unique and appealing.  Our goal is to tailor our services and experience to your specific needs.  The following is a brief list of some of the services we provide:

  • Investment Services in Joliet, IL
    -Proactive Fee-Based Investment Management
    -Access to Institutional Level Private Managers

    -Mutual Funds
    -Stocks & Bonds
    / Retirement Accounts
    -401k's / 403b's

    -Alternative Investments
    -529 Plans
    -Private Placements
    -Variable & Fixed Annuities

  • Personal & Family Comprehensive Financial Planning
    -Investment Analysis & Strategies
    -Retirement Planning
    -Estate & Tax Planning
    -Education & College Planning

  • Investment & Financial Planning for Small Business
    -401k / 403b Plans
    -Retirement Plans
    -Profit Sharing Plans
    -Group Plans

  • Insurance Needs Analysis & Review
    We work with Affiliates that are experts in Insurance and have specialists for each of the Insurance segments.
    -Life Insurance 

    -Disability Insurance
    -Long-Term Care Insurance
    -Medicare Supplement Plans



Getting Started with BCM&R
Financial Advisor, Joliet IL

  • 100% Free Initial Consultation and Investment Analysis

    An hour of your time on the phone or in the office is all it will cost you to see what we are all about and find out if we can help you achieve your financial goals.  There are no obligations and no pressure to make any decisions. 

    You can also utilize our Online analysis tool to get started now.  Click Here for access.
  • Call or Email us with any questions you have about our services or to schedule a time to speak with us on the phone or in the office.