• +1 (510) 216-7729
  • contacts@beverlyinvestment.net
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Who We Are

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Human Resource:
Charles Mecky

+1 (510) 216-7729

contacts@beverlyinvestment.net

Loan Department:
Robert Fertly

+1 (917) 397-4361

contacts@beverlyinvestment.net



Who we are

Beverly Investment is a capital-intensive brokerage firm made up of non-conventional investment funds managers. Our professionals use advanced trading tools to trade the financial market that are inclusive of equity, fixed income portfolios to achieve event-driven goals for investors. We have partners with several leading insurance companies across America, Europe and the Middle East.


See how Beverly Finance drives innovation by investing in emerging technologies with Beverly Finance Ventures.


Our Commitment Do right by our customers

We’re creating financial services that Beverly Finance serve.

Our teammates are committed to developing award-winning technology, services that make your life easier, products that are never status quo and diverse thinking that inspires new ideas.



We have a fierce commitment to:

Do Right

Sincere respect for each other, our customers and the communities we serve.

Obsess Over the Customer

Tirelessly Innovate:

Our business and teams are built to constantly innovate and reinvent to bring our best products and services to our customers.

Be Purpose Driven

Giving back to our communities is a core part of Beverly Finance's culture. Our giving back efforts are focused on reducing barriers to economic mobility through financial education, affordable housing, workforce preparedness and digital job training. Throughout the year employees volunteer and donate to help those that need it most.

what we do

We are experts in this industry with many years of experience.

More service

How are we helping our customers Do It Right?

By providing tips and tricks for your financial well-being in our Do It Right Community

  • Explore, learn and share a variety of financial topics.
  • Find ways to maximize your investments and save for the future.
  • Get the latest fintech news and timeless tips on finance basics.

How does Beverly Finance Bank offer award-winning customer support without any branches

We offer professional help whenever our customers need us.

  • 24/7. Customers can conveniently contact us by phone, live chat or email any time day or night.
  • Expert support. Issues are resolved thoroughly by highly trained experts in Beverly Finance Bank products.
  • Call wait times. We share exactly how long it will take to talk to a representative.

Best Online Investment

MONEY® Magazine 2018

Customers agree ...

I like the simplicity, overall design and convenience of Beverly Finance.com. This is by far the best online bank I've ever been a customer of. Every time I call Customer Service, it's a live person that answers, not a robot.

— Vladimir M., Minnesota

Dealers' Choice Award

- Auto Dealer Monthly, 2018

Going the extra mile with auto dealers …

Beverly Finance provides dealers with unique social media content and expert insight to support and drive sales while engaging customers. It's just one way we go "all-in" to help drive dealer success.

What’s our secret to making
vehicle payments simpler?

Our convenient payment options and excellent support provide a better experience.

  • Payment options. It's easy to set up Auto Pay or make one-time payments either online or with our mobile app.
  • Track progress. Customers can check the progress bar to see how many payments they made and how many are left.
  • Expert support. We give customers the help they need by phone, secure message or online chat.

How is Beverly Finance improving the home loan process?

With competitive rates and an exclusive Beverly Finance Home Team® dedicated to helping you every step of the way.

  • Dedicated support. We provide you with a knowledgeable team of loan experts to help you through the home loan experience, from application to close.
  • Frequent updates. We check in with you regularly to answer any questions you may have along the way and ensure you meet your closing date.
  • Online access. Manage all your loan-related documents from any device. It’s quick, convenient and secure.

How do we help auto dealers move more vehicles?

We offer SmartAuction — with nearly 5 million vehicles sold since 2000.

  • Virtual inventory. This online auction lets dealers easily search thousands of wholesale vehicles nationwide.
  • Bid and buy. Dealers can place bids and make offers in the office or on the go so they never miss an opportunity.
  • Check status. It's easy to update postings, answer questions about vehicles and respond to offers.