Bernstein Financial Services

Carissa Meeker 

on Google

5 months ago

Bernstein Financial is the absolute best. Three generations of my family get our taxes done here and they have always taken excellent care of us. They ensure we get the best return and help maintain files for us. Furthermore they're available year round for questions and help regarding adjusting withholdings and what we needed to do when starting our own business. Anna in particular has been a delight to work with these part few years, and has taken the very best care of us, again, even outside of tax season, year round, she... read more

Sweta Iyer 

on Google

6 months ago

Despite being their customers for many years , they keep increasing their prices astronomically year over year and fail to provide upfront charges for straightforward filing returns. 

Abstrakt Marketing 

on Google

a year ago

We are lucky to partner with Bernstein Financial! They are great communicators and we look forward to many more years together. 

Tom Henschel 

on Google

a year ago

I have worked with Nancy Ward many years now. She has transformed my relationship to money. I know she has done this for others, too. She has been a gift in my life. 

Dave Parker 

on Google

2 years ago

I recently had a deeply disappointing experience with Bernstein Financial's accounting services. Despite multiple attempts to reach out to Nancy, my recommended contact, I received no response or assistance. Initially, Lupe, a co-worker, informed me that Nancy was unavailable but would get back to me. Unfortunately, that never happened. Over the course of several weeks, I sent numerous emails seeking help, but each one went unanswered. While it's understandable for professionals to be busy, the complete lack of response and ... read more