Edward Jones - Financial Advisor: David R Bergerson, WMCP®

Services Offered

• retirement planning
• investment management
• education savings
• insurance needs

About

David Bergerson is a financial advisor based in Carmel Hamlet, New York, affiliated with Edward Jones. He offers personalized investment guidance and financial planning services, focusing on retirement strategies, education savings, and insurance needs. David is dedicated to helping individuals and families achieve their financial goals through tailored advice and support. His approach emphasizes building long-term relationships with clients to navigate their financial journeys effectively.

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