Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Juliana Bergeron (CRD# 725180) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Keene, NH and has over 18 years of experience in the finance industry.
Thomas Chadwick (CRD# 2870028) is an Investment Advisor Representative working at Chadwick & D'amato, LLC in New London, NH and has over 20 years of experience in the finance industry. Thomas Chadwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.