Jeremy Erisman

Role: Financial Advisor at Bergen Financial Group
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jeremy Erisman

Ex-baseball player turned Financial Advisor. Experienced in wholistic life planning and…

Experience

Financial Advisor
Bergen Financial Group
Jan 2021 — Present

Skills

Public Speaking
Business Development
Microsoft Excel
Communication
Powerpoint
Teamwork
Investments
Creativity Skills
New Business Development
Business
Baseball
Social Networking
Music
Athletics
Event Planning
Customer Service
Entertainment
Leadership
Social Media
Research
Microsoft Office
Business Strategy
Critical Thinking
Microsoft Word
Finance
Tenacious Work Ethic
Marketing
Negotiation

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
j•••••@bergenfinancialgroup.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••50

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Current company

Bergen Financial Group

Financial Services · 10 employees · Founded 2003 · Peoria, Arizona, United States

Bergen Financial Group Strives to Earn Our Clients\' Confidence Every Day LISTENING: Retirement planning is all about you and we are all ears. Knowing your retirement needs and goals is key to customizing just the right plan together. SIMPLIFYING THE COMPLEX: We know many people are intimidated by the complexity of financial planning. We cut out the jargon to help ensure you grasp the concepts you need. This way you can have confidence in the plan we build together. INDEPENDENCE AND OBJECTIVITY: Founded in 2003, Bergen Financial Group is an independent company with the freedom to select products that fit your goals, not the needs of a giant corporation. RESPONSIVE AND FRIENDLY: We are big enough to handle our clients’ most complex retirement needs. Plus we’re small enough to know our clients personally. Real people answer the phone! Bergen Financial Group\'s experienced advisors help you take advantage of smart strategies in an easy-to-understand, down-to-earth manner. Contact Bergen Financial Group to develop a financial strategy tailored to your retirement goals. Got a question. Just ask. Call us at 60••••••65. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

bergenfinancialgroup.com

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