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Phyllis Bernstein Consulting provides CPA planners with the planning and investment solutions they need to meet the growing expectations of today’s affluent client. To ensure that she is meeting her clients' needs she also leverages relationships with proven leaders outside the scope of her expertise. Some of my best of breed partners include: Marketcounsel, The Consortium, and Advisorsites. If you are interested in discussing a strategic partnership, please e-mail to Phyllis@pbconsults.com.
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