Alfred H. Bernstein, BBA Finance -


JDMellberg Educator & Advisor
755 Big Beaver Rd. W. PNC Complex Suite 2050 Troy MI 48084
Phone: 586-243-8573



Alfred H. Bernstein specializes in providing planning and guidance to those seeking a better lifestyle in retirement. Regardless of the value of your retirement savings, Alfred can help you keep it working hard and smart for your future; you simply cannot afford to make mistakes and run the risk of ruining your retirement lifestyle.

Alfred holds a Master’s degree in education. He is an Adjunct Professor of US Foreign Policy at Macomb Community College. As an educator Alfred goes the extra mile to ensure his clients understand the complexities of retirement and Social Security.

There is no one “best place” to put your retirement money. Everyone has unique requirements, different risk tolerance and need their money at different times. There isn’t one place to keep your money that fits everyone for exactly the same reasons. In order to make sure your money is in the “best place for you”, your unique circumstances must be taken into consideration. This is where Alfred can be of service.

Not all your retirement money will be needed at the same time; therefore you may need to space your investments so they come due when needed yet retain enough flexibility to take care of emergencies should one arise.

Alfred helps manage your retirement money properly meeting your liquidity needs and ensuring your risk is suitable helping you strike a proper balance between the short- and long-term maturities.

With Alfred’s help your retirement money and Social Security can be perfectly coordinated to assure you a worry-free retirement without fear of running out of money.

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