BERGEN POINT WEALTH MANAGEMENT

At Bergen Point Wealth Management, we offer every client the support they need to help them succeed. We do this by educating them on their investment options, taking the time to understand their financial situations, and providing them with the highest quality information, services, and products. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients and work closely with them to craft an investment strategy tailored to them... My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service... LPL Financial (Nasdaq: LPLA)..

Primary location: Bayonne United States