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Tariffs Add Another Challenge for Investors to Consider
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I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
Financial Security is the peace of mind that comes from taking action today to provide for tomorrow.
Juliana Bergeron's mission is to assist both individuals and businesses to identify their current financial standing and work towards a more prosperous and secure future. Along with a Network of Specialists, she provides innovative solutions using world-class insurance services and internationally recognized investment products. Juliana only utilizes products that mirror her level of integrity, dependability, and dedication.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4