SLPPSF Competitors

You’ve worked too hard to let money control you. All too often, we hear people say things like… ▸ Do I have enough? ▸ I don’t know where I stand financially. ▸ How can I make things more equal for my kids? ▸ I want to make sure I make the right choice. ▸ Money shouldn’t define my life. At Legacy Financial Advisors, we’ve helped many people find a clear path forward. ▸ Go from uncertain to empowered. ▸ Gain confidence to make proactive decisions. ▸ Get the freedom to focus on what really matters. ▸ Build a life that aligns your treasure with your heart. As your financial professionals, we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams. Trust your legacy to our team.

Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations. We do this by building relationships based on trust, creating tailored financial plans, and providing exceptional service. We realize that service, as well as our commitment to you and the “little things,” is what truly sets us apart. We invite you to learn more about us by exploring the pages of our website. Securities and advisory services offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Trusted Wealth Partners 16934 Frances St. Suite 201 Omaha, NE 68130 (402) 502-5700. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Please see website for full disclosure.

The David R. Bergmann Group is a tax, insurance and business services provider in Marina del Rey, California. The David R. Bergmann Group has been providing services since 1984. Our clients can be found in many locations in the United States and Europe as our services are provided beyond the State of California borders. Give us a call to see how we might be able to assist you. 310.822.2618.