First Command Financial Advisor - Joey Bergman
-
320 1st Street N.
, Suite 601
Jacksonville Beach, Florida 32250 - (904) 246-8011
- Website
Hours
Chamber Rating
-
Ahsha Hamilton
Joey has provided my husband and I with financial advise for the past three years. With his guidance, it has helped us to gain and improve our financial stability in preparation for retirement.
Jan 2nd, 2024 -
Erica Hoffmann
Joey is a fantastic agent - as have all of my First Command Agents Ive had over the past 27 years. I am exactly where I want to be financially as Im about to retire, and I could never have done it without First Command (when I joined it was USPA&IRA!). I highly, highly recommend Joey if you have any questions about a retirement strategy, investments, savings, and/or insurance. Hes the BEST!
Nov 4th, 2022 -
Ronsina Brown
Amazing! Me and my husband have been going to Joey for almost 6 months and he is incredibly patient, kind, and informative. He has taught us so much about saving, investing, and securing a future for our family. Do not hesitate to contact him and ask him anything because he is always willing to help!
Aug 21st, 2022
About
First Command Financial Advisor - Joey Bergman
Joey Bergman joined First Command Financial Services as a Financial Advisor in March 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.Joey has a Master’s degree in Business Administration with an Accounting & Finance concentration from Jacksonville University and a Bachelor’s degree in Business Administration from College of Charleston. He holds Series 7 and 66 securities licenses plus life and health insurance licenses in FL, GA, SC, NC, NJ, OR, TX, MS, OH.Joey is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.Active in his community, Joey is a member of Leadership JAX, IMPACT JAX, and the Mayor's Young Advisory Council.In his free time, Joey enjoys baseball, cooking, and golf.First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.â€
Contact Info
- (904) 246-8011
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Joey Bergman?
A The phone number for First Command Financial Advisor - Joey Bergman is: (904) 246-8011.
Q Where is First Command Financial Advisor - Joey Bergman located?
A First Command Financial Advisor - Joey Bergman is located at 320 1st Street N., Suite 601, Jacksonville Beach, Florida 32250
Q What is the internet address for First Command Financial Advisor - Joey Bergman?
A The website (URL) for First Command Financial Advisor - Joey Bergman is: https://advisor.firstcommand.com/us/fl/jacksonville-beach/jrbergman?y_source=1_MjA5NjIyMTItNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Joey Bergman open?
A First Command Financial Advisor - Joey Bergman is open:
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Q How is First Command Financial Advisor - Joey Bergman rated?
A First Command Financial Advisor - Joey Bergman has a 5.0 Star Rating from 3 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Joey Bergman
Overall Rating
Overall Rating
( 3 Reviews )Ahsha Hamilton on Google
Joey has provided my husband and I with financial advise for the past three years. With his guidance, it has helped us to gain and improve our financial stability in preparation for retirement.
Erica Hoffmann on Google
Joey is a fantastic agent - as have all of my First Command Agents Ive had over the past 27 years. I am exactly where I want to be financially as Im about to retire, and I could never have done it without First Command (when I joined it was USPA&IRA!). I highly, highly recommend Joey if you have any questions about a retirement strategy, investments, savings, and/or insurance. Hes the BEST!
Ronsina Brown on Google
Amazing! Me and my husband have been going to Joey for almost 6 months and he is incredibly patient, kind, and informative. He has taught us so much about saving, investing, and securing a future for our family. Do not hesitate to contact him and ask him anything because he is always willing to help!
Overall Rating
Overall Rating
( 3 Reviews )Write a Review
Financial Planner Near Me in Jacksonville Beach, FL
Top Flite Financial-Fl
Jacksonville Beach, FL 32250
(904) 372-0688 ( 0 Reviews )
Bank of America ATM (Drive-thru)
Jacksonville Beach, FL 32250
844-401-8500 ( 1 Reviews )
Bank of America (with Drive-thru ATM)
Jacksonville Beach, FL 32250
904-280-9790 ( 24 Reviews )
Summit Wealth Partners
Jacksonville Beach, FL 32250
904-273-4550 ( 0 Reviews )
Julie Betoni - Ameriprise Financial Services, LLC
Jacksonville Beach, FL 32250
( 0 Reviews )
Retirement Strategies
Jacksonville Beach, FL 32250
(904) 241-3400 ( 0 Reviews )
Iron Asset Financial
Jacksonville Beach, FL 32250
(904) 765-2230 ( 0 Reviews )
Van Wie Financial
Jacksonville Beach, FL 32250
904-685-1505 ( 2 Reviews )