portrait of David R Bergerson
FINANCIAL ADVISOR

David R Bergerson

WMCP®
1961 Route 6 Ste U1, Carmel, NY 10512opens in a new window
CallSend Me a Message

Focus Areas

  • Teachers and Professors
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Business Retirement Plans

Certifications

  • WMCP®

    Wealth Management Certified Professional®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Board Games
  • Music

Team Members

  • Sharon Cahill
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(845) 225-5410

Fax

(877) 384-9220

Office Address

1961 Route 6 Ste U1
Carmel, NY 10512opens in a new window

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