Why Work With Us

Lakewood, NJ Location

At Bernath & Rosenberg, our mission is to understand the whole financial picture of our clients’ lives. We work closely with our clients to clarify their goals, values, and needs, and we offer them our full experience as we guide them through every stage of life. At all times, we are committed to delivering quality service to our clients, while serving as their most trusted advisor.
Our Lakewood, NJ location is one of our three offices servicing the greater New York and New Jersey region. While we love working with our clients in person, we also utilize technologies to accommodate clients from all over the United States. Client meetings may be held in person or via telephone call or videoconference.
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Services

Our mission is to help you reach your goals. Whether you’re beginning your financial journey, planning for retirement, or enjoying your golden years, our dedicated team is here to support you.

Accounting & Tax Services

Bernath & Rosenberg offers a comprehensive suite of tax and accounting services designed to meet the diverse needs of businesses, individuals, and not-for-profit organizations. Our experienced team provides skillful guidance to help you navigate complex financial landscapes, maximize savings, and progress toward your goals with confidence.
Overcome challenges and seize opportunities with advice tailored to your industry. We provide forward-thinking strategies to help build a stronger, more resilient business. Learn More
Whether for regulatory compliance, loan covenants, or mergers, our audit and assurance team offers thorough, reliable, and efficient services. Learn More
Maximize tax savings with our corporate tax planning professionals, who stay ahead of complex and evolving federal, state, and local tax laws to develop effective strategies for businesses of all sizes. Learn More
Navigate the complexities of federal, state, and local taxes with our advisors, leveraging all available deductions, incentives, and credits to minimize your tax liability now and in the future. Learn More
Our deep knowledge and experience in not-for-profit compliance and planning helps organizations avoid tax-related issues, allowing you to focus on your mission without the burden of complex tax regulations. Learn More
Enhance your family’s financial well-being with personalized services including wealth management, tax compliance, bill paying, document management, and financial education, all delivered with absolute confidentiality. Learn More

Wealth Management Services

Our wealth management services are designed to support you at every stage of your financial journey. From personalized financial planning and risk management to estate planning, charitable giving, and education savings, our team is committed to helping you pursue your goals and preserve your legacy.
We design personalized financial plans that adapt to your life’s challenges and opportunities, regularly communicating and monitoring to confirm you’re on track toward meeting your goals. Learn More
Safeguard your assets and prepare for the unexpected with comprehensive solutions, including life, disability, and long-term care insurance. Learn More
Tailored estate planning services that integrate your financial, business, and tax needs to shield your wealth and create a lasting legacy. Learn More
Align your philanthropic goals with tax strategies through annual gifts and long-term legacy planning that reflect your values and support causes you care about. Learn More
With over 30 years of experience, we help businesses maximize tax benefits, attract and retain employees, and fulfill fiduciary responsibilities through effective retirement plan management. Learn More
Navigate the rising costs of higher education with strategic savings plans that prepare you for tuition, room and board, and other expenses. Learn More

Contact Us

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.

Location Address:
1515 Pine Street, Suite 250
Lakewood, NJ 08701

Schedule An Appointment

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.