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Bergen Wealth Management, LLC

5.0

About this business

Location details

5621 Strand Blvd #303, Ste 303, Palm River, FL, 34110, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.041 reviews
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Richard McCanna's profile image
Richard McCanna 
7 years ago

Jamie is the very best! We've used her for a few years now and we couldn't be happier! 

Mary Phillips's profile image
Mary Phillips 
7 years ago

Jamie does a great job meeting all of your short and long-term financial goals. I would highly recommend Jamie if you are looking for a personable and knowledgable financial advisor. 

Laura Ferranti's profile image
Laura Ferranti 
7 years ago

It is such a blessing to work with Jamie! Her expertise has enabled us to set long-term financial goals. She is patient and possesses the heart of a teacher as she seeks to educate her clients. Without reservation, we give her our highest recommendation! 

Melissa Page's profile image
Melissa Page 
7 years ago
Barbara Schiering's profile image
Barbara Schiering 
7 years ago

Jamie is exceptional and a rare find. I have absolutely no hesitation in recommending her to anyone wanting to secure knowledgeable and wise counsel in formulating a investment strategy that suits their needs. A call you won't regret. 

Doug Tollett's profile image
Doug Tollett 
7 years ago

My wife and I recently reached out to Jamie to roll over a few of our accounts, and we couldn't be more satisfied with the service. Highly recommend! 

Laura Owen's profile image
Laura Owen 
7 years ago
Michael J. Regan's profile image
Michael J. Regan 
7 years ago

Professionalism at its best ! Highly knowledgeable. 

Michele Malloy O'Gorman's profile image
Michele Malloy O'Gorman 
8 years ago

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 at 9:00 a.m. 

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