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William E. Bergh

Manager
 
United Senior Advisors Group, LLC

85255, United States

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About William E. Bergh

´╗┐William E. Bergh, Manager of United Senior Advisors Group, LLC since 2004, studied business at the University of Wisconsin-Eau Claire. A Certified Estate Planner, William E. Bergh conducts seminars to educate the public on estate planning, specializing in financial planning for veterans and seniors. Previously Chairman of the Life Underwriter Training Council and President of the Phoenix Association of Life Underwriters, William E. Bergh’s memberships include the Million Dollar Roundtable, the National Institute of Certified Estate Planners, and the National Association of Insurance and Financial Advisors.

 

United Senior Advisors Group, established in 1980, attracts veterans and seniors seeking peace of mind about their finances. William E. Bergh and his staff receive extensive training and stay current on their certifications to provide clients with the best information available. With the assistance of William E. Bergh and his associates, clients can maintain their lifestyles, access cash when they need it, and enjoy a secure income for the rest of their lives, benefiting from United Senior Advisors Group’s tax strategy, risk management, and personalized treatment.

 

William E. Bergh follows several interests outside of estate planning. During his leisure time, he enjoys flying, traveling, and collecting baseball memorabilia. A graduate of the Maricopa County Sheriff’s Office Posse program, William E. Bergh also supports veterans groups, the Republican Party, and Christ’s Church of the Valley.

 

 

Professional Experience:    

United Senior Advisors Group, LLC

Manager

Financial Services

Scottsdale, AZ US

2004 — Present

Certified Estate Planner

Seminars to educate public on planning with a specialty in Veterans Benefits

Million Dollar Roundtable-Court of Table Top 2% in the world

 

 

Education:     

University of Wisconsin - Eau Claire

Business

Eau Claire, WI US

8/1978 — 6/1979

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