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STRATEGIC BUSINESS AND ESTATE PLANNING

Solutions to help Business Owners and Professionals  protect and grow their financial assets.

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HOW WE WORK FOR YOU

By providing tactical solutions to help mitigate risk for professionals and business owners while supporting your growth.

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SUCCESSION PLANNING, ESTATE PLANNING, PERSONAL FINANCE, TAX


Testimonials


  • "Bruce and his team really hit the 'trifecta' for me and my family. First, they set up a solution to protect my assets today and tomorrow. Then they helped provide me with a potential lifetime of tax-free income. Lastly they made sure that the cost of care would be taken care of if I need assistance as I get older."

    -Hindel J

    Cedarhurst, NY

  • "As a business owner, there was a concern with what would happen to the business if something were to happen to me. How would the business continue and how would my family be taken care of, Bruce and Wernick Financial Services really helped to put my mind at ease, as he and his team designed our plan especially for our goals and catered to our exact needs. Plus, by doing our plans today, we are in a better position when we go to sell the business."

    -Al Montagna

    Unartodox, New York, NY

  • "Wernick Financial Services does not provide cookie cutter solutions. They listened to my needs and goals. By addressing by current situation and learning more about where I want to be in the future, they partnered with me to create a solution that will put me on track to me achieve my future goals."

    - Simone S

    New Jersey

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