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.
Request an Appointment
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.
Request an Appointment
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.
Request an Appointment
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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

Your Experience

What you can expect when you work with
Bernath & Rosenberg

Your Support Team

The men and women supporting you
at Bernath & Rosenberg

Your Resources

Information at your fingertips and easy
access to your accounts

Your Resources

Information at your fingertips and easy
access to your accounts

Your Experience

What you can expect when you work with
Bernath & Rosenberg

Your Support Team

The men and women supporting you
at Bernath & Rosenberg

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.

Client Access

  • B&R 360°
  • Charles Schwab Account Login
  • Pershing NetX Investor
  • Secure Document Exchange
  • Client Tax Portal
  • Online Bill Payment
  • FINRA BrokerCheck

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

Pre Retirees

Retirees

Private Client

Not-for Profit

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.

Client Access

  • Layer 28 copy 2 B&R 360°
  • Layer 28 copy 2 Charles Schwab Account Login
  • Layer 28 copy 2 FINRA BrokerCheck
  • Layer 28 copy 2 Pershing NetX Investor
  • Layer 28 copy 2 Secure Document Exchange
  • Layer 28 copy 2 Client Tax Portal
  • Layer 28 copy 2 Online Bill Payment

Client Access

  • Layer 28 copy 2 B&R 360°
  • Layer 28 copy 2 Charles Schwab Account Login
  • Layer 28 copy 2 Pershing NetX Investor
  • Layer 28 copy 2 Secure Document Exchange
  • Layer 28 copy 2 Client Tax Portal
  • Layer 28 copy 2 Online Bill Payment
  • Layer 28 copy 2 FINRA BrokerCheck

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.

More About Us
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About

Services

Wealth Management

Resources

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.