Financial Guidance
for Your Business
& Family

For over 35 years, Bernath & Rosenberg has helped business owners & families answer all the financial questions they face each day.
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Bernath and Rosenberg Difference

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who we serve

At Bernath & Rosenberg, we share a common mission – to help you in achieving your goals. Whether you’re embarking on your financial journey, planning for retirement, or savoring your golden years, our dedicated team is here to support you.

BUSINESS OWNERS AND EXECUTIVES

I want to help my business continue to thrive, while also planning for retirement and succession.

Pre Retirees

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

Retirees

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

Private Client

I’m a high-income earner with complex needs that require sophisticated, specialized solutions.

Not-for profit

I have a not-for-profit organization and need help navigating its complexities, from fundraising challenges to regulatory compliance.

Our services

Your success is our priority. We offer a comprehensive range of services to cater to all your accounting, tax, and wealth management needs.

Accounting & tax

Business Consulting

Individual Tax Service

Audit & Assurance

Business Tax Services

Not-for-Profit

wealth management

Wealth Management

Financial Planning

Estate & Legacy Planning

Retirement Plan Design

Family Office Services

Client Access

Request an Appointment

We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Request an Appointment

We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Financial guidance for your business and family.

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Five Towns Office

126 Spruce Street Cedarhurst, NY 11516

Lakewood Office

1515 Pine Street, Suite 250 Lakewood, NJ 08701

Monsey Office

365 Route 59, Suite 203 Airmont, NY 10952

Florida Office

820 W 41 St. Suite 413 Miami Beach, FL 33140

The information appearing on this website is for informational purposes only and is not intended as tax, legal or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Although these materials may have been prepared by professionals, they should not be used as a substitute for professional services. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists website at Cetera Financial Specialists LLC.