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Comprehensive Wealth Management Services

Our mission is to provide you with thoughtful, strategic financial advice in retirement and estate planning and superior service that gives you confidence in your investments and helps you achieve your personal and financial goals.

Essential to the comprehensive retirement and estate planning services we provide is the quality care
from our experienced professionals. 

Financial Planning Meeting

When you work with us, you'll receive:

  • Dedicated support from our knowledgeable and accessible team
  • Consensus-building to facilitate objectives
  • Comprehensive and customized financial plan
  • Account management and distribution services
  • Proactive portfolio adjustments and updates
  • Ongoing communications, seminars and events

The Bergstrom Group provides comprehensive wealth management services specializing in retirement and estate planning to identify your personal and financial goals and give you a clear strategy and
confidence in your future.

Check the background of this firm/advisor on FINRA’s BrokerCheck.