What We Bring to the Table
As an independent advisor and a fiduciary*, I am not mandated to sell products or meet monthly revenue goals. My focus is solely on keeping your interests in mind. While my work with you involves money, it’s not the money that brings you here. It’s your values, dreams and desire to provide for yourself and the ones you love.
Reach out and we’ll discuss what’s important to you and our comprehensive time-tested process to develop tailored investment and planning strategies.
I look forward to meeting you.
Click here to learn more about the Five Star Wealth Manager Award.
*In advisory relationships.
Jenny Bergeron is a recipient of the 2023, 2022, 2021, 2020 and 2019 Five Star Wealth Manager Award. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 - 2019 Five Star Wealth Managers.
Social Security Webinar
Watch the playback of our exclusive Social Security: Seven Keys To Enhancing Your Benefits webinar hosted by Steven Sweeney, Vice President of Advance Markets and Solutions from Allianz Life Insurance Company. This webinar highlights several keys to enhancing your Social Security benefits.
Keeping Good Records is Good Business
How to Retire Early
