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Bergstrom Financial

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website bergstromfinancial.com
Client types

Overview

Investment portfolios are designed based on a client’s individual financial planning goals. Every portfolio they design uses historically tested strategies to match each individual’s personal needs. The firm strongly believes that capital preservation and diversification are essential to accomplish these goals. They believe it is important to use portfolio strategies that take years of experience into account and intend to help mitigate loss. Risk management is key in helping clients achieve their long-term investment goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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