Pat Bergmaier CFP®, ChSNC™, LUTCF


Profession LogoFINANCIAL PLANNER
Pat Bergmaier CFP®, ChSNC™, LUTCF

1847Financial

14 Commerce Dr
Reading, PA 19610
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Profile

My goal is to make sure every one of my clients have a financial future that is secure and set. Your financial goals aren’t just important to your family – they are of the upmost importance to me and my team too. I am committed to helping you achieve those goals by giving advice that is in alignment with your wishes, your hopes & your financial dreams. 

My clients include families with dependents who have special needs & those families have taught me how incredible strength, spirit and commitment to one another can create hope. Those same qualities are the ones I strive to bring to all my clients to create a future & a legacy for their families

Firm Description

Additional Locations

Primary
161 Washington St
Eight Tower Bridge - Suite 700
Conshohocken, PA 19428
(215) 317-4143
Lehigh Valley
5290 W. Coplay Rd
Whitehall, PA 18052
2153174143

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CONTACT PAT BERGMAIER CFP®, CHSNC™, LUTCF

Tell us about your special needs issue and we will put you in touch with Pat Bergmaier CFP®, ChSNC™, LUTCF

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.