Ronald  Bernstein,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald Bernstein, CFP®

EA

Financial Advisor

305 Melbourne Rd
Great Neck, NY 11021
FINANCIAL ADVISOR'S WEBSITE
(516) 384-8772

General

Ronald Bernstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Great Neck, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent of IRS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Job Loss, Minority Financing, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Tangible Assets, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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