Intelligent solutions for today’s investors

Ronald Bernstein

CERTIFIED FINANCIAL PLANNER™ Professional
Registered Representative
25
Years of Experience

in the financial services industry

My Mission Statement

To provide comprehensive financial planning and tax services

Investments, Estate Planning, Wealth Management, Tax Compliance, Insurance

Professional Qualifications

  • Certified Financial Planner®
  • Enrolled Agent of the IRS

Specialty Services

  • Investments
  • Investment Management offered through Legend Advisory
  • Tax Planning

Memberships

  • Financial Planning Association
  • National Association of Enrolled Agents

Personal Information

Married with two children and lives in Great Neck, New York

Lincoln Investment and its affiliates do not provide tax or legal information or advice.
Interested in finding out more?

It's easy! Contact a Legend Group Financial Professional today.