Description

Bergland Wealth Management is an experienced, Fee- Only, fiduciary, comprehensive financial planning company serving Jackson MS and the surrounding cities. Our mission is to help you fund your dreams and live your Ideal Life. We provide Investment Advice and Planning, Retirement Planning and Financial Planning as part of a Total Wealth Management program. We serve as your guide and educator having only your personal, unique, best interests at heart. We are dedicated to providing the highest quality, client focused, wealth management strategies with your goals and objectives being top priority. We are licensed Certified Financial Planner practitioners, Accredited Investment Fiduciary practitioners<!--[if gte mso 9]><xml>
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<![endif]-->, NAPFA-Registered Financial Advisors and a BBB Accredited Business that have over 20 years experience. If you are looking for reliable financial and investment planning to achieve your retirement goals, call Bergland Wealth Management today for an appointment.

Services

  • Retirement Planning
  • Financial Planning
  • Investment Planning
  • Wealth Management
  • Investment Advice
  • Tax Planning
  • Insuarance Planning
  • Cash Flow & Budgeting
Google Map of 855 S. Pear Orchard Road  Suite 202,Ridgeland,MS,39157
Click to Enlarge > for directions

Hours of Operation

  • 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 - 12:00 PM
  • Saturday: Closed
  • Sunday: Closed

Accepted Payment Methods

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