Berger Wealth Management
This professional is featured in the 2024 Legal Directorate Report!
Legal Directorate allots rankings to private and public businesses based on 20 variables across five categories, including vetted ratings, reviews, and recommendations people share about pros who demonstrate a commitment to excellent service. Learn more about the Legal Directorate 2024 Excellence Awards.
I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
Sentiment Analysis
Whether you are knowledgeable and already involved in investments or just beginning to understand and plan your financial needs for your future, Jamie will advise you and then you can sit back, relax and know your money is in good hands!
We appreciate her sweet but straight-forward demeanor and we look forward to working with her for the long-term!
I have been working with Jamie for a number of years now and she is doing a great job for me and my wife.
She's genuinely happy helping people grow their investments towards their goals.
If you want someone you can trust and who will always be transparent with you, your search is over, JAMIE IS YOUR GIRL!!!
Jamie Bergen has been my financial adviser for over 5 years now.
Jamie helped me choose the investment for my retirement account.
Jamie is a no pressure, no nonsense financial planner, helping us navigate from where we are to where we want to be and we look forward to working with her for years to come.
We are pleased with her level of personal service and performance.
She recommended that we move some of our funds in an annuity and it has exploded in dividends beyond our wildest dreams.
Your opinion is important Cancel reply
We invite you to share your experience in a review.
Financial Advisors near Naples
- Retirement Planning and Investment Management Services Nearby
- Retirement Planning and Investment Management Services near Bonita Springs
- Cape Coral Financial Planning & Wealth Management Firms
- Wealth Management Advisors in Fort Myers
- Retirement Planning and Investment Management Services near Lehigh Acres
- Retirement Planning and Investment Management Services near Alafaya
Read more reviews on:
Please leave us a review and let us know about your experience.