Skip to main content

menu

860-217-2273 Marcia@MLBernstein.com | Client Login Get In Touch

Home
About Me
- My Process
- My Philosophy
How We Help
Investment Advisory
Retirement Planning
Insurance
Resources
Contact
Client Login

Products & Services

Balance your personal needs and desires using a distinctive financial approach.

Want an appointment? More questions?

Menu

Investment Advisory

Retirement Planning

Upcoming Events

Contact Form

.no-js form.antibot * :not(.antibot-message) { display: none !important; }You must have JavaScript enabled to use this form.

First Name This field is required.

Last Name This field is required.

Your Email This field is required.

Message This field is required.

Leave this field blank

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.

© 2025 Marcia L. Bernstein . All rights reserved.