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Bergland Wealth Management, Inc.
- Financial Services
- Ridgeland, MS
About this business
Bergland Wealth Management is an independent, fee-only, registered investment advisory firm. Our services include investment management and financial planning. We serve as a personal CFO for successful individuals and families to empower them to make smart decisions in order to maximize the probability of achieving all those things that are most important to them. As a fiduciary, we put your best interest first and serve as a lifelong trusted advisor on which you can rely for personalized guidance and coaching. While we are ... read more
Location details
1000 Highland Colony Pkwy #5203, Ste b, Ridgeland, MS, 39157, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 12:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Professional and trustworthy! We chose Bergland Wealth Management because they are fee only and seriously heed their fiduciary responsibility toward their clients. Their scope is far beyond investing, though they are excellent advisors in that area. They have assisted us by ensuring we are properly covered in insurance, looking onto long range planning for retirement and even needs for long term care and estate planning. They take into account our tolerance for risk and encourage wise savings and investment. In doing all of ... read more
Frequently asked questions about Bergland Wealth Management, Inc.
How is Bergland Wealth Management, Inc. rated?
Bergland Wealth Management, Inc. has a 5 star rating with 5 reviews.
When is Bergland Wealth Management, Inc. open?
Bergland Wealth Management, Inc. is closed now. It will open at 9:00 a.m.
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