Integrated Life & Financial Planning

www.ilafp.com

Jerry 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/

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Jerry 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/

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Country

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State

North Carolina

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City (Headquarters)

Durham

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Employees

1-10

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Founded

2015

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Potential Decision Makers

  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner / Financial Advisor in Raleigh - Durham , North Carolina Area

    Email ****** @****.com
    Phone (***) ****-****

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