ATTENTION

If you are over 60, have more than $300,000 in this stock market
and your stock market and total assets are down more than 10%,
SOMETHING IS WRONG WITH YOUR ALLOCATION!!!

This CoronaVirus will blow over ... but be better prepared to come out the other end in greater shape.
For those concerned retirees or folks over 60 we will offer a FREE 55-minute Portfolio X-Ray of your investments and allocations.
This is a FREE consultation with no costs or obligations, and for a limited time we are available for night and weekend appointments

Marcia Bernstein

Marcia Bernstein

LCSW, CLTC

Avon, CT

Investment Advisor Representative
Hybrid Long Term Insurance Alternative Specialist

Since 2000, Marcia has helped people integrate strategies to accumulate and preserve financial resources for lifelong income and security. With nearly 20 years of experience as a healthcare provider and rehabilitation unit administrator, she is motivated by her passion to help people optimize their quality of life.

Selected Professional Licenses/Certifications/Affiliations/Memberships:

FINRA Registered Investment Advisor Representative (IAR)
Licensed Insurance Agent (Life, Accident, and Health)
Licensed Clinical Social Worker (LCSW)
Certified in Long-Term Care Planning (CL TC)
Long-Term Care Partnership Certified

ATTENTION

If you are over 60, have more than $300,000 in this stock market
and your stock market and total assets are down more than 10%,
SOMETHING IS WRONG WITH YOUR ALLOCATION!!!

As Seen on Western Mass News

As Heard on the Financial Safari Radio Show

Marcia Bernstein

Avon, CT

Investment Advisor Representative
Hybrid Long Term Insurance Alternative Specialist

Looking to learn more?

ATTENTION

If you are over 60, have more than $300,000 in this stock market and your stock market and total assets are down more than 10%, SOMETHING IS WRONG WITH YOUR ALLOCATION!!!

As Seen on Western Mass News

As Heard on the Financial Safari Radio Show

You are here

Marcia Bernstein

Avon, CT

Investment Advisor Representative Hybrid Long Term Insurance Alternative Specialist

Looking to learn more?

If you are over 60, have more than $300,000 in this stock market
and your stock market and total assets are down more than 10%,
SOMETHING IS WRONG WITH YOUR ALLOCATION!!!

Investment Advisor Representative
Hybrid Long Term Insurance Alternative Specialist