BNI Southwest Florida - Referrals, Networking, Business, Sales, Selling


BNI SWFL serves Charlotte, Collier, De Soto, Glades, Hardee, Hendry, Highlands, Monroe, Lee, Manatee, Polk and Sarasota Counties.
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BNI SW Florida has been named a VETERAN FRIENDLY business by Green Zone Hero

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BNI Southwest Florida
7282 55th Avenue East
Suite 220
Bradenton, FL 34203
Ph: (941) 755-6258
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Jamie Bergen

Phone 239-572-3720
Mobile Number 239 572 3720
Website http://www.stifel.com

Jamie Bergen
Bergen Wealth Management, LLC
7935 Airport-Pulling Rd N Unit 214
Naples, FL 34109

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Jamie Bergen

Bergen Wealth Management, LLC
Chapter: BNI Downtown Networkers

Financial, Financial Advisor

My BusinessI have been a financial adviser since 2008. We strive to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children's college education, reduce your tax bills, or increase your income to meet monthly expenses, you can expect personalized, professional service and advice.

Ideal ReferralAn individual who has made a job change and has a 401K that they need to move from that company into an IRA.

Top ProductIndividual Retirement Accounts (IRA's)

Top Problem SolvedUncertainty or fear about money and retirement

My Ideal Referral PartnerEstate Planner, Accountant, Business Owner