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Richard E. Bergeron, CFP®, ChFC®, AEP®

MCB Financial Services At Mansfield Bank

80 N Main St
Mansfield, MA 02048-2253
Phone: (508) 851-3603
Fax: (508) 337-6582

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Annuities
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: Securities & advisory services thru Commonwealth Financial Network, member www.finra.org/www.sipc.org . For residents of AZ, CA, CT, FL, GA, MA, MD, NC, PA, RI, SC, TX, VA. Not FDIC Insured, No Bank Guarantee, May Lose Value

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.