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Pat Bergmaier CFP, ChSNC

1847Financial

Pat Bergmaier CFP, ChSNC

1847Financial

Pat Bergmaier CFP, ChSNC

1847Financial

Profession LogoFINANCIAL PLANNER

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

Special Needs Answers is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Investment Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org . 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com

1847Financial

161 Washington St, Ste 700
Conshohocken, PA  19428

215-317-4143

1847Financial and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Our representatives are insurance and securities licensed in the following states: PA, NJ, DE, TN & FL. This is not an offer or solicitation in any states where not properly licensed and/or registered.

Hours

Day From To
Monday 9:00 AM 4:00 PM
Tuesday 9:00 AM 4:00 PM
Wednesday 9:00 AM 4:00 PM
Thursday 9:00 AM 4:00 PM
Friday 9:00 AM 1:00 PM

Cost

What Is a Special Needs Planner?

Main Office

161 Washington St
Suite 700
Conshohocken, PA 19428

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts