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Bergen Wealth Management, LLC
- Financial Services
- Palm River, FL
About this business
Location details
5621 Strand Blvd #303, Ste 303, Palm River, FL, 34110, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jamie makes everything easy! I trust her with our retirement and financial planning- which is saying a lot - I used to be in this business! Great professional and fun to work with - totally painless process!
RecommendedJamie makes everything easy! I trust her with our retirement and financial planning- which is saying a lot - I used to be in this business! Great professional and fun to work with - totally painless process!
Jamie has a wealth of knowledge in financial advising. She offers solutions and expedites them quickly and efficiently so the client can rest easy their investments are working for them. She is always available for any questions or concerns and returns calls promptly. Thank you Jamie!
Jamie reviewed all of our existing retirement accounts and life insurance policies. Her knowledge of the financial environment was extensive. We transferred several accounts to her care while adjusting others all at her advice. While hearing others speak of declining values and/or disappointing growth, we have experienced the opposite. Jamie's attention to our overall financial future and continued advice is both welcoming and heeded. Her continued strive for education and keeping up with the ever changing aspects of her bus... read more
I thought I was too late to start a retirement plan but Jamie showed me the way. I’m so happy that I met her, after our first meeting she had me feeling comfortable and confident that not only it wasn’t too late but that with a little planning I could make up for lost time. Today, 15 months later I have multiple accounts that are healthy and growing. For the first time in my life I feel like I’m in control of my financial future. Thank you Jamie!
I recommend her because she is a neato person.
Jamie, is one of the most thoughtful and conscientious financial advisors I have ever had the best the pleasure of doing business with I highly recommend her if you are interested in shoring up your retirement portfolio she's the person that you want on your side. She was always up-to-date on the needs of her clients.
Frequently asked questions about Bergen Wealth Management, LLC
How is Bergen Wealth Management, LLC rated?
Bergen Wealth Management, LLC has a 5 star rating with 41 reviews.
When is Bergen Wealth Management, LLC open?
Bergen Wealth Management, LLC is closed now. It will open tomorrow at 9:00 a.m.
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