2016 Client Survey

Thank your for taking a few minutes to share your thoughts and observations with me.

You can type your responses into each box and when complete, just click submit at the bottom.

Just click once, it will take a moment, and the an acknowledgement screen will appear.

At that point, you are complete, and can proceed on your merry way !

Jerry Bergner, AAMS CMFC

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"Securities offered through SCF Securities Inc., Member FINRA/SIPC. Investment advisory services offered through SCF Investment Advisors Inc. 10150 Meanley Drive First Floor San Diego, CA 92131 • Call (800) 955-2517 • Fax Call (559) 456- 6109. Neither SCF Securities Inc. nor SCF Investment Advisors Inc. are affiliated with Integrated Life and Financial Planning". This website is for informational purposes only and should not be considered a solicitation by Integrated Life and Financial Planning to transact business in any jurisdiction in which it not excluded or exempted from the registration as an investment adviser or in which ILAFP has not complied with any registration or filing requirements. As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. Integrated Life and Financial Planning assumes no liability for transactional messages sent through this system. For additional information about Jerry Bergner, you may visit Broker Check.

2016 Client Survey

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