Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: David R Bergerson, WMCP®
1961 Route 6, Carmel, NY
10512, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: David R Bergerson, WMCP®
What services does Edward Jones - Financial Advisor: David R Bergerson offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: David R Bergerson located?
The office is located at 1961 Route 6, Ste U1, Carmel, NY 10512, USA.
How can I schedule an appointment with David R Bergerson at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/dave-bergerson/contact/.
What are some specialties of Edward Jones - Financial Advisor: David R Bergerson?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at Edward Jones - Financial Advisor: David R Bergerson?
English is spoken at this office.
How can I contact Edward Jones - Financial Advisor: David R Bergerson by phone or email?
Main phone: +1 845-593-8693, alternate phone: +1 845-225-5410, email: dave.bergerson@edwardjones.com.
Is Edward Jones - Financial Advisor: David R Bergerson currently open?
Yes, the business is currently open.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby you can visit NY Gold & Silver Buyers for jewelry, JMB Cake Studio for desserts, and Mimi's Kitchen for Salvadoran cuisine.
Are there convenient storage facilities near Edward Jones - Financial Advisor: David R Bergerson?
Yes, there are multiple self-storage facilities nearby including Life Storage, Life Storage - Carmel, and Extra Space Storage.
Which fitness centers are close to Edward Jones - Financial Advisor: David R Bergerson?
Nearby gyms include Level Up Athletic Club and CrossFit Carmel, ideal for fitness enthusiasts before or after your visit.