Ed Bergman Financial Planner

Ed Bergman Financial Planner Agent licensed to sell insurance through New York Life Insurance Company I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal,

or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
379 Thornall Street
8th Floor
Edison, NJ 08837-2225

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer yo...
11/02/2024

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you are some tips to help you protect and save more effectively. Reach out when you have a moment and remember—you got this!

When children lose someone close, they are left with many strong and complex emotions. Trying to deal with these feeling...
10/04/2024

When children lose someone close, they are left with many strong and complex emotions. Trying to deal with these feelings can be very confusing and challenging. Books can help them heal. They are a powerful tool for grief and loss. See how New York Life Foundation books can help children cope through relatable characters, insightful narratives, or actionable tips and strategies.
https://bit.ly/4eNm76t

A survey found that 83% of U.S. adults said parents are the most responsible for educating their children about finances...
10/02/2024

A survey found that 83% of U.S. adults said parents are the most responsible for educating their children about finances. At the same time, 31% of parents never speak to their kids about finances.

A 2022 CNBC + Acorns Invest in You Survey survey found that 83% of U.S. adults said parents are the most responsible for educating their children about finances. At the same time, 31% of parents never...

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with th...
10/01/2024

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

Life Insurance Awareness Month is a great time to review your insurance options, but it's even more important whenever y...
10/01/2024

Life Insurance Awareness Month is a great time to review your insurance options, but it's even more important whenever you go through a significant life change. Wherever you are in your journey, I can ensure you have the right insurance for your needs. Reach out, and let's chat.

Choosing the right life insurance can be tough, but ensuring your family's security shouldn't be. This Life Insurance Aw...
09/08/2024

Choosing the right life insurance can be tough, but ensuring your family's security shouldn't be. This Life Insurance Awareness Month, let's explore your options together and find the best fit for your needs.

As you enjoy the fall season, remember that life insurance is a crucial step in securing your family's future. This Life...
09/07/2024

As you enjoy the fall season, remember that life insurance is a crucial step in securing your family's future. This Life Insurance Awareness Month, reach out and let's make sure those sweet moments are protected, no matter what.

Autumn is a beautiful reminder that change is a part of life. Between the falling leaves and cozy cups of cocoa, take a ...
09/06/2024

Autumn is a beautiful reminder that change is a part of life. Between the falling leaves and cozy cups of cocoa, take a moment to reflect on what truly matters and reach out. I can help ensure your loved ones are protected, no matter the season.

It's the start of a new school year, and another reminder that your kids are growing up fast. If you're worried you're n...
09/05/2024

It's the start of a new school year, and another reminder that your kids are growing up fast. If you're worried you're not saving enough for college, don't worry. I'm here to help. Reach out, and let's put time on your side.

There's a reason so many people say they need life insurance. For starters, it can not only provide peace of mind and fi...
09/04/2024

There's a reason so many people say they need life insurance. For starters, it can not only provide peace of mind and financial security for your loved ones, but also help you build the financial future you deserve. Reach out, and let's start protecting what matters most.

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Ocean City, NJ
08226

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