Our Services

Bergstrom Benkendorfer provides comprehensive financial planning services designed to meet each individual’s specific needs. These include but are not limited to:

Retirement planning and income strategies
Investment counseling
Estate planning
Asset management
Portfolio construction
Tax planning
Life insurance analysis
Small business guidance
College/education funding

Check the background of investment professionals on FINRA’s BrokerCheck.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bergstrom Benkendorfer are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MN, MO, NM, NV, OH, OK, OR, PR, SC, TX, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

101 North Shoreline | Suite 560 | Corpus Christi, Texas 78401 | Ph: 361-884-6347 | Toll free: 866-884-6347 | F: 855-814-8429

© 2017 Bergstrom Benkendorfer