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Your Life. Your Investments.

Take control of your investments with Bernstein Investment Consultants. There are no limits.

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Changing Your Perspective.

Education brings opportunity. Expand your knowledge with Bernstein Investment Consultants.

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Welcome to Bernstein Investment Consultants

Bernstein Investment Consultants offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Bernstein Investment Consultants is one of the nation’s preeminent investment advisors.

Whether you are a veteran of success or are just starting to manage your portfolio, Bernstein Investment Consultants can help you achieve your goals and surpass them in time.

Financial Guidance

We Offer Personalized Plans to Match Your Needs.

One-size fits all policies are best left to vacation bike helmets. At Bernstein Investment Consultants, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Call us today to schedule an appointment with a financial planner.

Our Services

Insurance Services

A good defense is the best offense. Let Bernstein Investment Consultants surround you and your family with leading insurance policies.

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Wealth Strategies

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

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Employee Benefit Program

Managing your company’s 401k program can seem complicated, but Bernstein Investment Consultants will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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Meet our Founder

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.

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Individuals & Families

Whether you’re a party of one or six, Bernstein Investment Consultants customizes your investment strategies to fit your current needs and future goals.

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