The Bernstein-Rothman Group - UBS Financial Services Inc.

The Bernstein-Rothman Group at UBS Financial Services Inc. in Warren, NJ, is dedicated to fostering long-term relationships with clients by providing tailored financial strategies and comprehensive wealth management services. With a focus on understanding individual priorities and concerns, the team aims to help clients confidently pursue their life goals through a wide range of investment vehicles and financial planning solutions.

Led by experienced professionals Nancy Bernstein and Jonathan Rothman, the group combines decades of industry knowledge with a commitment to quality client service. Their approach encompasses investment management, risk insurance, retirement planning, and more, ensuring that each client's unique financial situation is addressed effectively.

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