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Adam John Bergeron

THE Harbor Group, Inc.

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About Adam John Bergeron

Adam Bergeron is an Investment Advisor Representative with The Harbor Group, Inc. Adam is a Certified Financial Planner and has been working in the financial industry for over 10 years. Adam has Series 65 registration and is currently registered to provide investment advice in New Hampshire and Texas. Adam has experience working with individuals, high-net-worth individuals, and charitable organizations. Adam provides financial planning services, selection of other advisers, and portfolio management services. Adam's main office is located in Bedford, NH.

Firm Information

Adam Bergeron is currently registered with THE Harbor Group, Inc.. THE Harbor Group, Inc. is an investment advisor registered with the SEC and headquartered in Bedford, NH. They provide financial planning, portfolio management for individuals, and selection of other advisors. The firm has 7 investment advisor representatives and manages approximately $1.5 billion in assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
THE Harbor Group, Inc.

331 SOUTH RIVER ROAD

BEDFORD, NH 03110

$1.53B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Bergeron’s Registration & Firm History

NH

04/26/2022 - Present

THE Harbor Group, Inc. (BEDFORD NH)

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Licenses & Designations

IA

Issued 06/30/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam John Bergeron.
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