Liberty Trail Wealth Management - UBS Financial Services Inc.

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.

The Bernstein-Rothman Group at UBS Financial Services Inc. in Warren, NJ, is dedicated to fostering long-term relationships with clients by providing tailored financial strategies and comprehensive wealth management services. With a focus on understanding individual priorities and concerns, the team aims to help clients confidently pursue their life goals through a wide range of investment vehicles and financial planning solutions. Led by experienced professionals Nancy Bernstein and Jonathan Rothman, the group combines decades of industry knowledge with a commitment to quality client service. Their approach encompasses investment management, risk insurance, retirement planning, and more, ensuring that each client's unique financial situation is addressed effectively. Generated from the website

Visit our office today located in Warren, NJ. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.