Bergstrom Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

711 N Carancahua St Ste 1818, Corpus Chr...

Phone Number

(855) 814-8429

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Bergstrom Financial

Bergstrom Financial is an independent firm based in Texas that has been assisting business owners and individual investors in achieving their financial goals since 1998. They offer comprehensive financial planning, investment advice, and estate planning services tailored to the unique needs of families and small business owners. The firm emphasizes integrity and provides objective advice through a personal relationship with each client, ensuring hands-on service. Their goal is to be a one-stop shop for small business owners, helping them develop effective plans for their future.Explore more
Bergstrom Financial's Social MediaPopular SearchesBergstrom FinancialSIC Code 62,628NAICS Code 52,523Show more

Bergstrom Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bergstrom Financial

<$5M
1-10
Private
-
-
$6.1M
11-50
Private
<$5M
2015
JC
John CordeiroPresident & Wealth Advisor
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2008
CG
Caryn GoldenManager, Client Services
<$5M
1-10
Private
-
2015
LL
Luke LittleFinancial Planner
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
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Company Profile Activity

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Activity Insights

Bergstrom Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bergstrom Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bergstrom Financial.

Bergstrom Financial Tech Stack

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Frequently Asked Questions Regarding Bergstrom Financial

What is Bergstrom Financial's official website?
Bergstrom Financial's official website is www.bergstromfinancial.com
What is Bergstrom Financial's Revenue?
Bergstrom Financial's revenue is <$5 Million
What is Bergstrom Financial's SIC code?
Bergstrom Financial's SIC: 62,628
What is Bergstrom Financial's NAICS code?
Bergstrom Financial's NAICS: 52,523
How many employees does Bergstrom Financial have?
Bergstrom Financial has 1-10 employees
What industry does Bergstrom Financial belong to?
Bergstrom Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Bergstrom Financial competition?
Bergstrom Financial top competitors include: Botkin Family Wealth Management, Full Circle Wealth Strategies, North Star Financial Partners, North Point Financial Planners
What technology does Bergstrom Financial use?
Some of the popular technologies that Bergstrom Financial uses are: Drupal, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact Bergstrom Financial?
Bergstrom Financial contact info: Phone number: (855) 814-8429 Website: www.bergstromfinancial.com
What does Bergstrom Financial do?

Bergstrom Financial is an independent firm based in Texas that has been assisting business owners and individual investors in achieving their financial goals since 1998. They offer comprehensive financial planning, investment advice, and estate planning services tailored to the unique needs of families and small business owners. The firm emphasizes... integrity and provides objective advice through a personal relationship with each client, ensuring hands-on service. Their goal is to be a one-stop shop for small business owners, helping them develop effective plans for their future.Read More

What are Bergstrom Financial social media links?
Bergstrom Financial Facebook page
Is Bergstrom Financial a public company?
Bergstrom Financial is private company therefore does not currently have an official ticker symbol
See more information about Bergstrom Financial

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