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Raymond N. Bergen, CFP®

Securities America, Inc.

11241 Queens Blvd
Ste 201
Forest Hills, NY 11375-5564
Phone: (718) 896-4829
Fax: (718) 261-5522

Toll-free: (800) 747-6111

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

How Planner Charges

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