Email
Marcia@MLBernstein.com
Phone
Disclaimer

LEGAL, PRIVACY, COPYRIGHT AND TRADEMARK INFORMATION

Investment advisory services are offered through Foundations Investment Advisers, LLC, a SEC Registered Investment Adviser.

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. 

PO Box 334
Weatogue, CT 06089
United States

First Name
Marcia
Last Name
Bernstein
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.