Congratulations to our CEO and Co-Founder Brett Bernstein on being listed as a Top Financial Professional in Bethesda Magazine & Bethesda Beat! We appreciate the recognition by his peers.
Awards Disclosure
Bethesda Magazine sent a survey to hundreds of financial professionals in Montgomery County and Upper Northwest D.C. asking, “If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them?” The resulting list represents those who earned the greatest number of endorsements from their peers.