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David W. Bergeron, CFP®

Bergeron Susman & Co LC

24 Greenway Plaza
Ste 550
Houston, TX 77046-2402
Phone: (713) 523-1631
Fax: (713) 523-0154

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Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

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