Joel Bernstein

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Joel Bernstein Finance I am licensed and registered in various states. Licenses and registrations may vary. Please contact this office for further information.

I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC., Member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. Tel: 203-513-6000

Domiciled in CT. CA Insurance License # 0L49058

07/19/2025

Entrepreneurs who treat culture as an add-on rather than the foundational context that shapes all business rules and behaviors are setting themselves up for failure.

07/17/2025

What happens when a negative online review shows up like a dark cloud on a sunny day? Here's a blueprint for bouncing back, strategically and emotionally, from the sting of bad feedback online.

07/16/2025

There’s still plenty to fret about, Jeff Sommer writes. But considering solely the performance record of financial markets at midyear, he says he could have relaxed months ago about his investment returns, and so could nearly everybody else.

07/15/2025

Due to financial pressures and personal events, 46% of parents say their adult children have moved back home. Here’s how to navigate the potential ‘boomerang burden.’

07/14/2025

Summertime does not stir up images of reviewing financial statements. However, taking advantage of this slower time of year can help tie up loose ends in your finances.

07/13/2025

Statistics show 80% of business owners have most of their wealth tied up in the business. Here are 3 financial diversification strategies for the small business owner.

07/12/2025

Meta, YouTube and TikTok are grasping for ways to protect users’ trust as their platforms fill with AI-generated photos and videos of events that never happened.

07/10/2025

Worsening disasters have wreaked damage costing hundreds of billions of dollars. Here's what property owners should know.

07/09/2025

The Tax Policy Center finds that 85% of households will get a tax cut. Here’s how much your after-tax income will increase: for low, middle and high-income earners.

07/08/2025

To reconnect with her scrappier side, a writer set out on a two-week RV journey through the South. Not everything went according to plan, but that was kind of the point.

Address

6 Corporate Drive
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12035136295

Website

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