758 Millbridge
Clementon, NJ 08021
  • (609) 922-0250

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OUR GIFT TO YOU!  A $20.00 value. This ebook will help you plan for your retirement, PLUS ...

help you understand:

** Social Security Benefits

** The truth about Annuities

** Choose the right annuity for you

** What to lolok for in life insurance


Proudly appointed with & represent a DOZEN top insurance companies:

American Equity ... Annexus ... Athene Life & Annutiy ... Assurity ... Great American Life & Annuity ... John Hancock ... Met Life ... Minnesota Life ... North American Company ... Protective Life ... Reliance Standard ... Nationwide

Robert (Bob) Berglund:  Licensed in Life/Annuity & Health Insurance in NJ & PA since 1992, and Montana.  We can find the best solution for YOUR family because we are NOT "captive agents".  We specialize in solutions for Retirement Income and Life Insurance that are safe, with growth and lifetime income guarantees you cannot outlive. 

Is your 401K or IRA working for you?  Who manages it?  Is your money safe? Roll over your 401K from your old job to your own IRA, without tax consequences or fees.  Berglund Financial can help create your own pension with lifetime income you cannot outlive, without the risk of losing any of it, while preserving access to the funds.  There is no consultation fee or "out of pocket" charge to clients for commissions.

Robert was formerly a Registered Representative at  New York Life, Citgroup, Smith Barney and Travelers, and has always believed in and followed the Fiduciary Responsibility to our clients.

We specialize in helping YOU protect your loved ones:

  •     Risk Free Retirement Solutions with guarantees to protect your family.
  •     Guaranteed Lifetime Income you cannot outlive!
  •     Roll-over of 401k/IRA'sCannot lose your principal or interest earned!
  •     Cash value/tax-free retirement (Index Universal Life Insurance-IUL) 
  •     Term insurance (10, 15, 20, Year Terms).  Low AFFORDABLE rates.

Robert J. Berglund

CEO and Founder

Licensed 25 years in NJ & PA, and MT since 2015. 

Have a Question? Need Help? Request a Quote? Click here to contact us

Website: http://www.berglundfinancial.com

 email: rberg961@aol.com

Please call: (609) 922-0250