Adam
Bergeron
The Harbor Group, Inc
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About this Advisor
Adam Bergeron is a financial advisor based in Bedford, New Hampshire, working with The Harbor Group, Inc. Adam has previously held positions at Cornerstone Financial Planning, LLC, Panorama Wealth Strategies, Sig Sauer, Iron Empire, G4S, Brand Iron, Strafford Police Department, Madbury Police Department, The Works Health And Fitness, and The Harbor Group, Inc. Adam has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire and Texas. Currently, Adam is part of The Harbor Group, Inc, which operates out of Bedford, New Hampshire. The firm has 20 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at The Harbor Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Harbor Group, Inc Brokerage Details
$1,532,470,964
20
3,450
$444,194
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Bergeron Work History
The Harbor Group, Inc
Cornerstone Financial Planning, LLC
Panorama Wealth Strategies
Sig Sauer
Iron Empire
G4S
Brand Iron
Strafford Police Department
Madbury Police Department
The Works Health And Fitness
Disclosures
Please visit the SEC profile of Adam Bergeron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Harbor Group, Inc
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
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