Bergstrom Financial is an independent financial services firm serving individuals, families, investors, and small business owners in Texas. Since 1998, the firm has helped clients work toward their financial goals through personalized advice and hands-on relationships. Its approach begins with listening to each client’s needs, then developing tailored strategies with an emphasis on integrity and objective guidance.

The firm offers comprehensive financial planning, investment advice and asset management for individuals and families, as well as business planning for small business owners. Its planning services help clients clarify their goals and consider strategies for their financial future, while business planning supports owners in preparing for both personal and business needs. Bergstrom Financial also provides estate planning and shares educational resources, including articles, financial calculators, useful links, and information on topics such as retirement and Social Security.

The firm is based in Corpus Christi and also has an office in Boerne. Its advisors are affiliated with Cambridge Investment Research; securities and advisory services are provided through the appropriately registered Cambridge entities.