Bernath and Rosenberg NJ Grand Opening Event:

New Jersey Welcomes Bernath & Rosenberg, CPAs and Wealth Advisors

Money, meet your match. With the grand opening of its new Howell branch, accounting and wealth advisory firm Bernath & Rosenberg of Manhattan brings financial solutions to the Lakewood, NJ community for every type of client – from personal to big business, and everything in between. This is a company of top-tier talent who can guide and grow your finances.

With three successful decades in NYC and a bevy of New Jersey residents currently counted among its devoted clients, Bernath & Rosenberg has now expanded its office, allowing local clients easy access to the firm’s renowned personalized touch.

It’s a big-time company with a small-time feel. Bernath & Rosenberg partners have amassed a broad network of connections and industry expertise. They are looking forward to extending the plethora of knowledge beyond their current offices in NYC and Monsey and sharing it with their client base in NJ as well.

WORKING BETTER TOGETHER

It was a gala event inside the striking, state-of-the-art office space where Bernath & Rosenberg has put down its roots. In celebration of its new location, a meet-and-greet evening took place with a grand opening that was truly worthy of both its hosts and esteemed guests. As visitors passed through the modern marbled walls of Bernath & Rosenberg’s entryway, staff members shook hands with clients old and new. The cool, modern tones and fixtures that carry throughout the building reflect the business as a place of upscale professionalism with an up-to-date feel.

The opening event had a dual focus: to show appreciation to long-time dedicated NJ clients, in a new location that is now more convenient for them, and to allow prospective clients to meet the experts behind the sparkling new doors.

It was an event that all parties would consider a rousing success: “We’re very excited to be here in the Lakewood community,” shares partner Joseph Schuck, CPA. “We have tremendous esteem for the people here and the values by which they live their lives. We’ve invested significant resources into this branch, especially with regard to the caliber of our employees here, and I’m confident that they will continue to do even greater work for the community.”

ACCOUNTING + WEALTH MANAGEMENT

Bernath & Rosenberg is more than a team of clever accountants, it’s the full package when it comes to any and every financial matter.

With a dedicated wealth management firm lead by renowned financial planner Jacob Rosenberg, CPA/PFS, CFP, Bernath & Rosenberg offers financial solutions across the spectrum.

“Our team designs customized strategies to guide investment decisions, reduce taxes, increase savings, and preserve wealth,” shares founding partner Jacob Rosenberg. “We pride ourselves on helping our valued clients maintain their desired standard of living for their retirement years.”

In addition to the 20-person staff in NYC, a full 18-person staff now fill the seats in Bernath & Rosenberg’s Howell branch, making this one of Lakewood’s largest firms of its kind and ensuring that there is a financial expert for every need. Yet, they never lose sight of the individual: The B+R staff is extremely personable because they really, truly care about each client. Everyone is important. Their large staff strikes that balance between having a personal connection with each client while also being big enough to be accessible at all times and having the resources of a sizeable firm.

With the backing of its Manhattan and Monsey offices, Bernath & Rosenberg’s Howell office has the advantage of a vast network of industry experts to extend additional support. When it comes to bank compliance, tax laws, business structuring, and other complicated financial issues, the company’s large and accessible team shows that often, two heads are better than one.

“We are able to offer both in-house and outside training to keep the staff up-to-date with all the latest tax and auditing changes,” notes long-time employee Sol Friedman. “We take pride in our work, and are always looking for ways to improve.”

Valued employee Rivkah Gesserman shares her appreciation for being part of the firm, “I have been working at Bernath & Rosenberg for over a decade, and I feel tremendously fortunate to be a part of this exceptional firm. The professionalism, teamwork, and positive energy all help our company stand out from the crowd. The partners do their utmost to accommodate their employees, and this above and beyond attitude trickles down to the way we each care for our clients.”

It’s a two way street at Bernath & Rosenberg: the partners operate with the best interests of their employees in mind, and the employees return their approach by consistently giving their all. When it comes to their services, Bernath & Rosenberg is uniquely positioned: they are small enough to have a personal touch but large enough to have the resources.

The partners and staff look forward to this expansion, and hope that their NJ clients enjoy the convenience and ease of having a local hub of financial experts readily available to service their needs.

To learn more about Bernath and Rosenberg’s services and locations, please email info@bernathandrosenberg.com.