visit:

An Ameriprise Platinum Financial Services® Practice

 
 
Richard B Bernstein Ameriprise Financial Advisor

Richard B Bernstein

CRPC®

Financial Advisor

Senior Vice President, BERNSTEIN, MILLER AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

 

Request Contact

Map & Directions

Refer Me

561.372.0345

richard.b.bernstein@ampf.com

 
 
Print Summary

Share This Advisor

BERNSTEIN, MILLER AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Location

4800 N Federal Hwy
Ste 105E
Boca Raton, FL 33431-5179
Map Phone: 561.372.0345 Fax: 561.372.0347

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2011. I can help you decide whether a Roth conversion is right for you.

Market Perspectives

    Market Watch

    Market News

    License Information

    I am licensed and registered to conduct business in FL.
    Based on licenses and registrations I hold, I may also conduct business in MS, TN, MD, NH, WA, NJ, MI, UT, CO, NC, RI, TX, PA, MN, IN, NY, MA, AL, OH, AZ, SC, VA, NE, IL, CA, GA.

    CA Insurance #0G95797

    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.