Joey Bergman - First Command Financial Advisor

Joey Bergman - First Command Financial Advisor Coaching those who serve in their pursuit of financial security. Please view them here: https://www.firstcommand.com/social-media-guidelines/

Facebook: Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages.

07/27/2026

When your day is filled with numbers, you might have a pretty good eye for counting candy, too!

Congratulations to Joey Bergman, our monthly Guess the Candy winner! From planning portfolios to estimating sweet treats, Joey clearly knows how to spot the details.

We love celebrating the fun moments that bring our team together. Nice work, Joey! Enjoy your well-earned reward!

06/12/2025

06/03/2025

We’re playing Two Truths and a Lie: Finance Edition! Can you spot the lie? 🧐

For more info on the topics in our game, reach out and let’s schedule time to talk. I can create a financial plan that’s tailored to your life, coach you on your financial questions, and help get your finances on track.

What’s the true goal of President Trump’s sweeping tariffs? Our Investment Management Team offers their thoughts. https:...
05/08/2025

What’s the true goal of President Trump’s sweeping tariffs? Our Investment Management Team offers their thoughts. https://bit.ly/3Z63jdk

It was an honor working the Hiring Our Heroes: Military Spouse event earlier this week. Having to constantly move & PCS ...
04/11/2025

It was an honor working the Hiring Our Heroes: Military Spouse event earlier this week. Having to constantly move & PCS to new locations, military spouses make the ultimate sacrifice when it comes to focusing on their careers. It doesn’t have to be that way! First Command - Jacksonville Beach, FL & St Mary's, GA offers employment that translates across duty stations, allowing military spouses to maintain consistent employment wherever the military may take them!

Planning to save for a home or vehicle purchase, your child’s education or your retirement? This is one way to get start...
04/08/2025

Planning to save for a home or vehicle purchase, your child’s education or your retirement? This is one way to get started.

01/17/2025

The 2025 Market Outlook from First Command’s Investment Management Team is here! It analyzes the current financial landscape and provides a forecast for inflation, interest rates, and economic growth.

Let’s chat about what this could mean for your financial plans. https://bit.ly/42fVp3p

Looking for a unique way to contribute to your favorite charity? At age 70½, you can make a meaningful difference using ...
11/25/2024

Looking for a unique way to contribute to your favorite charity? At age 70½, you can make a meaningful difference using your IRA through a Qualified Charitable Distribution.

Charitable donations are critical for nonprofits to support their communities. Learn about qualified charitable contributions and if they are an option for you.

The Social Security Trust Fund is on track to run out of money in 2033. What does that mean for your retirement? Read th...
09/23/2024

The Social Security Trust Fund is on track to run out of money in 2033. What does that mean for your retirement? Read this special report by First Command’s Investment Management Team to learn more about the history, current state, and future outlook for Social Security. https://bit.ly/3XBzf83

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320 1st Street North Suite 601
Jacksonville, FL
32250

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+19042468011

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