Richard S Bernstein & Associates
Insurance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1551 Forum Pl Ste 300A, West Palm Beach,...Phone Number
(561) 689-1000Website
www.rbernstein.comRevenue
<$5 MillionIndustry
About Richard S Bernstein & Associates
Richard S. Bernstein & Associates, Inc. is an independent financial services firm that specializes in integrating life insurance into comprehensive financial plans for individuals and families. Their services include asset protection, wealth transfer, strategic planning, and tax diversification, aimed at high net worth business leaders, families, and charitable organizations. The firm employs a structured three-step planning process to tailor financial strategies that address clients' unique needs and goals. With over 50 years of experience, Richard S. Bernstein is recognized for his expertise in the insurance industry and commitment to helping clients achieve long-term financial security.Explore more
Richard S Bernstein & Associates Org Chart
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Richard S. Bernstein & Associates, Inc. is an independent financial services firm that specializes in integrating life insurance into comprehensive financial plans for individuals and families. Their services include asset protection, wealth transfer, strategic planning, and tax diversification, aimed at high net worth business leaders, families, a... Read More
