Vice President, Stoneham Financial Services
Financial Advisor, RJFS
Meet Eric, our Newest Wealth Health Professional - Here to Answer Your Financial Concerns Amid COVID-19.
In order to keep your finances in good shape, you need to speak with an experienced, solutions-based financial advisor, especially during a time like this. Whether you're looking for assistance with legacy planning or navigating the risks during these uncertain times, our prudent strategies will help you achieve your goals in any market!
Plan, follow-through, succeed!
Eric J. Bergstrom is a Vice President, Stoneham Financial Services Financial Advisor, with Raymond James. While focusing his business on his clients’ individual financial objectives, Eric believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Eric apart.
Eric is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Eric works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.
A native of New Jersey, Eric graduated from Gordon College with a Bachelor of Arts in Business Administration. Currently living in Reading, Eric is an active community member. When not working, Eric enjoys outdoor activities and spending time with his family. He joined Raymond James in 2019.
80 Montvale Avenue
Stoneham, MA 02180
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Securities are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Stoneham Financial Services and StonehamBank are not registered broker/dealers and are independent of Raymond James Financial Services.