Photo (L to R): Jason Wein, Howard Wein & Larry Bernstein
"We have worked with Howard, Larry and Jason for 8 years and couldn't be more pleased with their service. They have not only helped us with tax preparation, retirement and insurance services, but have also taken the time to give us courtesy educational sessions to help us better understand our financial strategies and goals. They were also able to connect us with other financial and real estate professionals outside of their field when the need arose. They are also very prompt in returning calls and emails and were willing to visit my home and workplace on occasion. Finally, the entire staff is very personable and take a genuine interest in my family. I highly recommend their group".
--Dr. J. DeLeon, Radiology, Waterbury, CT
The provided testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success. This testimonial stems from the client’s experience as a securities and/or insurance product customer only, and is not reflective of the experience of an investment advisory client