Individual & Family Financial Consulting

Weltman Bernfield offers individual and family financial consulting services

Through financial consulting, we work to help our clients achieve their goals. Whether it’s starting a business, safeguarding your assets, tax planning, retirement planning or other financial issues, we have the tools to help you.

At Weltman Bernfield, we have a year-round staff of experts with extensive expertise in a broad range of financial areas. We’re ready when you are to review your financial situation. We work to help you understand your options so you can make the best decisions. We’re also here in an emergency to help address unexpected financial concerns. So give us a call to discuss your important financial issues whenever they arise.

Here are just some of the areas we can help with:

The professionals at Weltman Bernfield welcome the opportunity to be an active partner in achieving your financial goals. Contact us for more information on how we can help.