Berger Wealth Management, LLC - Naples (FL)

5 /5 Brian Kidder: My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

5 /5 Lisa Stanek: Jamie Bergen has truly been a great mentor to me & my family as our financial advisor. She has helped us out with our budgeting, long-term monetary goals, & even advised us to open an account for a 2 yr. Old son, as he grows up. She is very easy to get a hold of, and educates you even when you have a silly question to ask. Jamie Bergen is honest, reliable, & a hard-working advisor who you really can TRUST & feel at ease with your money savings.

5 /5 Burt Eisenberg: Jamie has been handling my accounts for some time and does a great job. She is responsive to questions, sets regular meetings to go over our planning and has provided significant returns on our assets. Jamie has also taken excellent care of other who I have referred to her.

5 /5 Brittany Canfield: Jamie Bergen got a hold of me when I turned 20 and thank goodness she did. She showed me the power of compounding interest and how getting an early start, even with very little to put towards retirement at the time, could change my financial future for the better. I’m so glad to have met her! She has truly been a blessing to me and my family’s financial well-being, as well as turned into a wonderful friendship! Can’t recommend her services enough!

5 /5 Jackie Drake: Put your trust in Jamie with peace of mind for your future. She is extremely knowledgeable and a pleasure to work with. Whether you are knowledgeable and already involved in investments or just beginning to understand and plan your financial needs for your future, Jamie will advise you and then you can sit back, relax and know your money is in good hands!