Financial AdvisorJacksonville Beach 5.0 (10)
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Financial Advisor in Jacksonville Beach, FL
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Claim this listing5.0 on Google from 10 reviews · Read on Google
Recent Google reviews
As our Financial Advisor for the past four years, Joey Bergman has provided us with various financial strategies which has allowed us to make comprehensive decisions with our financial portfolio going forward. Joey periodically does a pulse check to see if you would like to review your portfolio to ensure you are aware of what is happening in the market and notifies you of new First Command products and that are available to help with your strategies. Joey always comes prepared with any financial request before any financial meeting.
Financial Advisor
320 1st Street North, Jacksonville Beach
We have been with 1st Command for over 30 years. Recently we began working with Joey Bergman and he has been outstanding. He’s helped us with making adjustments to a few of our policies. And has done great while helping us with long-term care insurance. He is knowledgeable, patient, and takes the time to clearly explain our options without pressure. We truly appreciate his professionalism, candor, and knowledge of the field. Highly recommend him.
I have had the pleasure of working with Joey Bergman for the past five years. He is smart, conscientious and a thoughtful financial planner. He attends meetings prepared and brings relative content regarding my investments. He’s responsive when I have questions or concerns, and I trust his judgment. Joey has shown a remarkable commitment to transparency and integrity, always prioritizing my best interests. I highly recommend him to anyone seeking professional guidance with their finances or insurance needs.
Joey is AWESOME! Love working with him! He is smooth and knows his craft. I have total trust in him!
Joey Bergman, is an outstanding Financial Advisor, he answered all my question and walked me through the new command center used by First Command. Gave me great advise not only on my investments but also provided ideas that I could do with my sons account. He is not just concerned about my investments but about my family as well.
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