Bergner Jerry
5850 Fayetteville Road, Durham, NC 27713
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
5850 Fayetteville Rd #205, Durham, NC 27713, United States
About the Business
Bergner Jerry, located at 5850 Fayetteville Road in Durham, North Carolina, is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. With a focus on integrated life and financial planning, Jerry works closely with clients to uncover their most important goals and priorities in life, creating a financial strategy that supports those goals.
Unlike other financial advisors who may shape your life to meet financial realities, Jerry aims to improve your financial reality so you can achieve your life goals. With over 25 years of experience, Jerry utilizes time-tested strategies in investment management that adhere to modern portfolio theory.
At Bergner Jerry, structured planning is emphasized over excitement in finances, with the goal of helping clients achieve a more satisfying life. Jerry's approach is different from typical firms, as he supports clients in being their best selves and looks forward to the challenges they may bring.
Clients can expect a confirmation email immediately after scheduling an appointment, and there is no cost or obligation for the initial call. If a confirmation email is not received, it may indicate that the appointment did not register properly.
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