Integrated Life & Financial Planning
www.ilafp.comJerry Bergner, Financial Planner focused on Retirement Planning, Tax-Efficient Investment Solutions, and College Planning. As a Financial Planner and Advisor in Raleight-Durham, North Carolina, I help people create financial plans to help them achieve their most important life goals such as purchasing a home, financing their child's education, saving for a vacation, and of course retirement planning. As founder of Integrated Life and Financial Planning in Durham, North Carolina, I work with individuals and couples to create financial strategies that supports their life goals. You can reach me directly by calling (919) 864-2772, or you can book a free strategy session with me here. You can also connect to me via LinkedIn. As your financial advisor, I aim to help you to work towards having the cash flow you need to support what you want to do, when you want to do it. See Important Disclosures in the link: http://www.scfsecurities.com/disc/Jerry-Bergner/
Read moreJerry Bergner, Financial Planner focused on Retirement Planning, Tax-Efficient Investment Solutions, and College Planning. As a Financial Planner and Advisor in Raleight-Durham, North Carolina, I help people create financial plans to help them achieve their most important life goals such as purchasing a home, financing their child's education, saving for a vacation, and of course retirement planning. As founder of Integrated Life and Financial Planning in Durham, North Carolina, I work with individuals and couples to create financial strategies that supports their life goals. You can reach me directly by calling (919) 864-2772, or you can book a free strategy session with me here. You can also connect to me via LinkedIn. As your financial advisor, I aim to help you to work towards having the cash flow you need to support what you want to do, when you want to do it. See Important Disclosures in the link: http://www.scfsecurities.com/disc/Jerry-Bergner/
Read moreCountry
State
North Carolina
City (Headquarters)
Durham
Employees
1-10
Founded
2015
Social
Employees statistics
View all employeesPotential Decision Makers
Managing Director
Email ****** @****.comPhone (***) ****-****Financial Planner / Financial Advisor in Raleigh - Durham , North Carolina Area
Email ****** @****.comPhone (***) ****-****
Technologies
(33)