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We earn your business
each and every day.

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Our Difference

At American Premier Financial Group of American Portfolio Solutions, we believe that financial success is based upon solid relationships, rather than rates of return. That is why we invest the time in building truly deep relationships with each client—getting to know you as well as you know yourself.

We want to learn what keeps you up at night and what gets you up in the morning, the future you dream about for your loved ones and the goals you have for your wealth. We will discover everything from your true feelings about risk to your social ideals. Only then can we build the unique financial plan and investment portfolio that can meet your distinct needs.



Why Us?

Our multi-generational family team has deep experience meeting the needs of multi-generational families—working, investing and communicating the way each generation prefers. We are proud that so many of them trust us with their financial well-being and rely on us to help them build wealth today and pass it—and their values—on to the next generation tomorrow.

At American Premier Financial Group, our goal is to earn your business today and to keep earning it each and every day.

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See what we're all about

Your Money. Your Unique Journey.


Working With Our Team


Ronald F. Bergmann Photo

Ronald F. Bergmann

President
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Ronald F. Bergmann

Ronald F. Bergmann

President


How I can help you

As a dedicated investment professional, Ron analyzes each client’s individual needs and develops comprehensive strategies to help them achieve their financial goals. He considers himself a “financial wealth coach” and offers his clients advice and guidance on every aspect of their financial lives.

What makes Ron knowledgeable

Ron has been helping clients achieve their goals for more than 35 years. He currently manages more than $225 million in client assets. Ron holds Master’s degrees in Economics and English from Queens College.

Getting to know Ron

Ron has a deep love of baseball and is a big Yankee fan. ”Field of Dreams” is one of his favorite movies. In it, an Iowa farmer hears a voice saying, “if you build it, he will come.” This quote reflects how Ron built his business. He created a practice with sound investment advice and put the needs of his clients first—clients are drawn to that.

Christopher Bergmann  Photo

Christopher Bergmann

Vice President
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Christopher Bergmann

Christopher Bergmann

Vice President


How I can help you

With a strong focus on building relationships, Chris develops financial plans designed to help each client achieve their individual goals. Whether they’re looking towards buying a home, saving for a child’s education or planning for retirement, he helps make those dreams become a reality.

What makes Chris knowledgeable

Christopher joined his father at American Premier Financial Group in 2015, after spending 16 years working in Informational Technology for Suffolk County. Chris is an Investment Advisor Representative and holds Series 7 & 66 securities licenses as well as Life, Accident & Health. Chris is a 2001 graduate from Hofstra University.

Getting to know Chris

In his spare time, Chris enjoys taking photographs, riding his motorcycle and spending time with his wife and his two children.

American Premier Financial Group

We see ourselves as the financial wealth coach of your family—providing the solutions required for all of your wealth and financial needs. We will:

  • Work for you—meeting how, where and when you prefer.
  • Educate and engage with you and your loved ones, so everyone is included in the process.
  • Help you meet your comprehensive wealth needs more efficiently.
  • Communicate regularly to help ensure you stay on track toward your goals.
  • Our Promise  - We promise to always act with integrity, never sacrificing our advisor's or client's interests for the sake of our own. We hold ourselves responsible not only to our customers, but also to our communities.


Our Broker-Dealer: American Portfolios Financial Services

American Portfolios Financial Services, Inc. was conceived by a group of like-minded, independent financial services professionals in private practice dedicated to serving their clients by offering sound financial guidance and solid investment advice

Named Broker-Dealer of the Year by Investment Advisor magazine for 2015, 2016, 2017, 2018, 2019 & 2020

* Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded "Broker/Dealer (B/D) of the Year."

One of the Best Companies to Work for in New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG) in 2016, 2017, 2018 and 2019

One of the Top Long Island Workplaces for 2018 by Newsday

Clients We Serve and Understand

Discover Financial Freedom


Young Investors

Age: 21 - 30


We'll help you focus on creating a savings nest egg, participating in retirement plans and IRAs.


High Earners Not Rich Yet

Age: 30 - 42 (H.E.N.R.Y's)


We'll help you focus on insurance needs, family wealth planning, establishing 529s



Accumulation

Age: 42 - 60


We'll help you with financial planning—using the three-bucket theory for short-term liquidity needs, mid-term growth, and long-term strategies—creating a roadmap for the future.


Distribution

Age: 60+


We'll help you focus on following the retirement plan we established for drawing down assets.

See what we can do for you

Wealth Management You can Trust

Helping You Reach Your Goals

We design financial plans and investment portfolios to meet the distinct goals of each client. Our thoughtful approach allows us to truly get to know you and what truly matters to you so that we can better help you to achieve your definition of success.


Our Process


Step 1

Discover

- Understand your financial goals, obstacles and preferences.

- Gather documentation.

- Open dialogues with your accountant and attorney if required.


Step 2

Propose

- Personalized financial plan.

- Investment portfolio.

- Working together, schedule briefings and reviews.



Step 3

Implement

- Initiate the financial plan.

- Phase in the investment recommendations.

- Enroll in selected services.

- Review forthcoming client statements.


Step 4

Monitor

- Monitor progress according to the plan.

- Adjust the plan and investments when needed.

- Inform you, your accountant and attorney of anything you should be aware of.

- Help you navigate your options.

Centered On Your Success

We focus on growing and preserving your wealth over the long term and build portfolios based on your unique needs.

See How

Our Consistent and Enduring Investment Beliefs

We believe that a "well balanced portfolio" is more important than good stock picking. If the asset allocation is properly diversified, investors are more likely to stay invested, and as a result, have the potential to participate in positive market returns.

  • Risk-adjusted returns
  • True diversification
  • Growth at a reasonable price
  • Disciplined risk management
  • Cautious optimism

Our Philosophy

At American Premier Financial Group, we not only take our time to get to know you, but also to analyze and evaluate investment opportunities. Our goal is to make sure that risks are compensated, that growth comes at a reasonable price, and that your portfolio can navigate the twists and turns of the market and your individual road.

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We believe that understanding the amount of risk you are taking is critical to both a good relationship and to long-term success.



We look for the investments that are fundamentally strong and have true underlying value, closely analyzing how much risk is being spent to get returns.




We build portfolios thoughtfully, preferring to build “all-wheel drive” vehicles, that can weather any market conditions, rather than those that are trying to navigate the turns at Mach 1.



We work together with our clients—helping them stay informed about the markets, ensuring they’re comfortable with their current plans, and keeping them on track toward their goals.


Case Studies


The Married Couple


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The Retired Widow


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Services Beyond Investing

Financial Services

Finances

- Comprehensive wealth management

- Financial independence planning

- Tax planning

- Retirement planning

- Social Security benefit management

- Educational expense planning

Protection Planning

- Asset protection planning

- Insurance planning

- Long term care planning

Business

- Business succession planning

- Business financing

- Coordinate with accountants and attorneys

- Liquidity event planning

Wealth Transfer and Charitable Giving

- Estate planning strategies

- Philanthropy

- Family governance

- Succession planning

Keeping Clients Informed

Your Preferences


Phone:

631-439-4600 (ext 112)

Text:

631-284-8505


E-Mail

In-person meetings

GoToMeeting / Microsoft Teams


Your interests

- Market and economic dynamics

- Investing and planning knowledge

- Changing tax, investment and other regulations

Your portfolio

- Annual outlooks

- Monthly updates

- Special reports

Contact Us

American Premier Financial Group is focused on helping you grow your wealth today and preserve it for tomorrow. Let us earn your business—today and every day.


American Premier Financial Group


800 Veterans Memorial Hwy

Suite 303

Hauppauge, NY 11788


E-Mail:

cbergmann@americanportfolios.com

Text:

631-284-8505

Office:

631-439-4600 (ext. 188)


Schedule A Call With Us