Northeast Financial Group |
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Ron Berger, CLU, ChFCRisk Management, Investment Advisory Representative
Phone: (215) 968-5148
Ron began his career with the Equitable Life Assurance Society in 1980. He received his Chartered Life Underwriter designation in 1989, and his Chartered Financial Consultant designation in 1992. During the last 29 years, Ron has advised and helped his clients to navigate their financial lives, and has created relationships that have continued to last these many years. Coming full circle, he is now helping the children of long time clients.
Ron joined Northeast Financial Group as a partner in 2003. He works with businesses and individuals to manage risk in all phases of life, using tools that are matched to client’s goals and needs.
Ron has been a Board member of the Bucks County Council since 1992, and is currently in the process of obtaining his Chartered Advisor for Senior Living designation.
He still loves to play the drums, and it’s rumored that he’s been seen playing with his fellow musicians at clubs around the Philadelphia area. 
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2813 Route 611 Phone: (570) 688-9898 |
Northeast Financial Group financial professionals offer securities, variable annuity and insurance products through Leigh Baldwin & Co., LLC (112 Albany Street PO Box 660, Cazenovia, NY 13035), member FINRA, SIPC. Some Northeast Financial Group financial professionals are also representatives of Northeast Financial Group, Inc. and may offer Investment Advisory services as Investment Advisor Representatives or Solicitors of the firm.
("Northeast Financial") is a registered investment adviser located in Tannersville, PA. Northeast FInancial and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Northeast Financial maintains clients. Northeast Financial may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Northeast Financial's website is limited to the dissemination of general information regarding its investment advisory services to US residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Northeast Financial's website on the Internet should not be construed by any consumer and/or prospective client as Northeast Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Northeast Financial. Any subsequent, direct communication by Northeast Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Northeast Financial, please contact the US Securities and Exchange Commission on their website at www.adviserinfo.sec.gov and/or the state securities law administrators for those states in which Northeast Financial is registered. A copy of Northeast Financial's current written disclosure statement discussing Northeast Financial's business operations, services, and fees is available from Northeast Financial upon written request. Northeast Financial does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Northeast Financial's website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The Representatives of Northeast Financial are also securities licensed by several states with Leigh Baldwin & Co., LLC, an independent broker-dealer. Member FINRA/SIPC. Leigh Baldwin & Co., LLC have no responsibility for the registered investment advisor activities of Northeast Financial Group, Inc.
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