Richard S Bernstein & Associates
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Richard S. Bernstein & Associates has been a trusted name in estate and business planning since 1964, providing a broad range of services designed to help individuals and families protect their wealth and secure their financial future. With a commitment to excellence and a wealth of knowledge in insurance, the firm specializes in solutions such as life insurance, disability insurance, health insurance, and premium financing, tailored to meet the unique needs of high net worth clients.
Under the leadership of CEO Richard S. Bernstein, the firm has advised some of America's wealthiest families and businesses, offering essential tools for wealth transfer, preservation, and employee benefits. Known for their personalized service, Richard S. Bernstein & Associates is dedicated to empowering clients with the resources necessary for effective financial planning and risk management.
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