Vic Bernstein, Financial Advisor

Focus Areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings
  • Sustainable investing

About Vic

Welcome to my Edward Jones website!

2024 marks my 16th year proudly serving families as an Edward Jones financial advisor in Latham, NY.

I collaborate with multi-generational families who are committed to their retirements and are faced with navigating the ever-changing investment landscape. I offer my clients clear, straight forward financial advice and use appropriate financial strategies to help meet their goals.

Since joining Edward Jones in 2008, I have been committed to keeping up with the most current investment strategies and have earned the Accredited Asset Manager Specialist™ or AAMS™ professional designation. I am passionate about educating my clients, listening to...

Work History

  • Edward JonesSeptember 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Rutgers Univ-Rutgers Coll-NewBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Golfing
  • Outdoor Enthusiast

Team Members

  • Sheryl Guidi
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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