


Bernstein Financial Services
Financial Services • Los Angeles, California, United States • 11-20 Employees
Company overview
| Headquarters | 7120 Hayvenhurst Ave, 316, Los Angeles, California, US |
| Phone number | +18185536402 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Accounting, Small Business, Retirement Planning, Bookkeeping, Estate Planning, Tax Planning |
| Founded | 1959 |
| Employees | 11-20 |
| Socials |
Key Contacts at Bernstein Financial Services
Mike Bernstein
Tax Expert & Financial Coach For Business Owners
Tim Egan
Director Of Business Development
Bernstein Financial Services Email Formats
Bernstein Financial Services uses 1 email format. The most common is {first initial} (e.g., j@bernsteinfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bernsteinfinancial.com | 100% |
About Bernstein Financial Services
Consider us to be your financial success squad—a dedicated team of accountants, bookkeepers, tax professionals, and financial analysts working together to help you achieve your business and personal financial goals! If you’re the quarterback of your business, think of us as the coach, guiding you toward long-term profitability and financial success. With over 2,300 business owners and their families relying on our expertise, we know what drives success. Our clients share a common goal: financial security and a debt-free life. Let us help you get there. We’re passionate about helping business owners improve cash flow, increase revenue, and maximize profit margins—all while working fewer hours. We don’t just crunch numbers; we provide actionable financial insights that fuel business growth. Our expertise goes beyond tax season—we develop year-round money-saving strategies to help you keep more of what you earn and make informed decisions with confidence. Call (818) 997-8622 to schedule a free consultation.
Bernstein Financial Services revenue & valuation
| Annual revenue | $14,000,000 |
| Revenue per employee | $1,074,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $44,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Bernstein Financial Services has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Bernstein Financial Services has never raised funding before.
Bernstein Financial Services Tech Stack
Discover the technologies and tools that power Bernstein Financial Services's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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