LIFE INSURANCE, DISABILITY INSURANCE, GROUP HEALTH AND DENTAL, GROUP LIFE AND LTD, STANDALONE AND HYBRID LONG TERM CARE, AND ANNUITIES
Full service investment firm dedicated to providing clients with effective, timely advice for today’s increasingly dynamic market. The firm’s seasoned management has over fifty years experience in the securities industry.
Financial Service Provider, Focusing on Comprehensive Financial Planning.
Bernstein was founded 50 years ago to manage money for families and individuals. Our focus has never changed, although our client base has expanded to include businesses and institutions. Much like our client base, we are investors and innovators. More than just middlemen we push the boundaries of investing while minimizing costs and taxes. Our proprietary financial modeling tools give business owners, families and foundations a reliable preview of the impact from the choices yet to be made. Better decisions for tax efficiency and wealth transfer are easier to make knowing these impacts.
At Big Think Capital, we help businesses achieve fast growth and development by providing multiple, affordable financing options at the most competitive rates.
Comprehensive Wealth and Investment Management for business owners and their families
- Property & Casualty (including workers compensation, D&O and Professional)
- Employee Health Insurance Plans
- 401k Plans and other retirement plans
- Captive Insurance Companies and other alternate risk funding strategies
Expense Reduction by giving free contingency audits.
CPD is an independent retirement consulting firm.
Helping businesses and individuals reduce costs while providing professional services. AXA branch office.