Vic Bernstein

Background

About Vic Bernstein

Welcome to my LinkedIn home page! 2020 marks my 12th year proudly serving families as an Edward Jones Financial Advisor in Latham, NY. I have built my practice on a strong foundation of asset management and investment experience, caring and compassion for others, and dedication to my clients. I am passionate about educating my clients about all of the choices they have in determining how to save for their future, when to retire, and how to protect against unexpected events. My goal is to form a partnership with my clients by listening carefully so that I can understand what is most important for them and their families. I use all the resources of Edward Jones to provide investment strategies tailored to my clients’ specific situations, and, through regular reviews and discussions, I commit to staying focused on the client’s targeted and/or changing goals. My clients inspire me! I love meeting with new families and learning their stories. I am deeply grateful and honored to have helped many families achieve their personal and financial goals throughout the years. My wife, Maureen, and I have been living in the Capital District for over 30 years. We have raised two children, Matt, and Colleen. We all love music and the outdoors…hiking, golfing and traveling to National Parks and baseball stadiums across the country. Let’s go Mets! My Branch Office Administrator, Sheryl, Guidi, was born and raised in Red Hook, NY. She is the backbone of our office operation. Sheryl’s two children, Elizabeth and Stephen, are currently completing their college educations. Sheryl enjoys the outdoors, traveling, and sports. Please come visit us! We’d love to hear your story and partner with you to navigate the ever changing investment landscape to meet your financial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see