Richard Rosenbloom Associates

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319 Clematis St Ste 206
West Palm Beach, FL 33401
+1 (561) 659-1811
http://linkedin.com

Richard S. Bernstein Associates Inc., based in West Palm Beach, Florida, specializes in providing insurance solutions tailored to high-net-worth individuals and their estates. The firm is recognized for its strategic approach to insurance, emphasizing tax liabilities and estate planning to protect and optimize clients' wealth.

With a deep understanding of the unique challenges faced by affluent clients, Richard S. Bernstein offers insights into the benefits of life insurance, showcasing its potential beyond mere income replacement. The company's notable experiences include facilitating significant life insurance policies for ultra-wealthy individuals, underlining the essential role insurance plays in effective asset management.

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