Bernard R. Wolfe & Associates, Inc. is a US-based financial services firm that operates as both a registered investment adviser with the SEC and a broker-dealer registered with FINRA. The company is committed to helping individuals and business owners pursue their financial goals through a wide range of products and services. Their offerings include personalized financial planning, investment and portfolio management, retirement strategies, estate conservation, and various insurance products. They emphasize a client-centric approach, aiming to provide sound financial information and strategies tailored to each client's needs.

Founded in

United States