Joel Bernstein Email & Phone Number

I hold firm that success follows from your personal vision of financial security and personal growth. I’ll take the time necessary to listen and appreciate that which is most important to you. Then we can move forward together and achieve more.Clarity comes when we identify the most meaningful goals that reinforce your visionConfidence in your vision grows as we realize how to proceed and achieve successControl over your vision becomes evident as solutions take hold and progress is measured My Promise to My Clients:I will seek to understand and advise my clients in a holistic manner using sound financial methods. This includes developing a personal plan for achieving growth and success. I make a commitment to long term client relationships by first understanding you personally then by earning your trust. I will always maintain the highest standards of integrity and professionalism with my clients. The advice I provide shall be appropriate for your specific needs and clearly explained to help you make informed decisions. I would like to hear from you. Please contact me today to arrange a confidential, no obligation, initial consultation on how I can assist you and your family in achieving your financial goals. It will be a valuable opportunity for you to ask questions, talk informally and get to know me.I am a graduate from the University of Rochester in NY, where I earned my Bachelors of Science in Mechanical Engineering.I reside in Fairfield, Connecticut with my wife Linda who I have raised three daughters withI am licensed to sell insurance and securities in various states.

Listed skills include Certified Financial Planner, Services, and Financial Services.

• 

  University Of Rochester

  Mechanical Engineering