Bernstein, Richard Agt

1551 Forum Pl Ste 301A
West Palm Beach, FL 33401

Bernstein, Richard Agt, based in West Palm Beach, FL, has over 60 years of experience in advanced estate and business planning, providing specialized insurance services tailored for individuals, families, and businesses. Their extensive offerings include life insurance, health insurance, disability insurance, annuities, and employee benefits, all aimed at helping clients secure their financial future and protect their wealth.

The firm is led by Richard S. Bernstein, a lifetime multi high net worth insurance producer recognized for his expertise in the industry. Bernstein, Richard Agt is committed to personalized service and innovative strategies, including premium financing and wealth transfer solutions, ensuring their clients receive comprehensive support in navigating their financial planning needs.

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