Planning & investing to reach life's most important goals

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Our approachable team of compassionate advisors is here to help successful professionals and retirees navigate every financial decision with clarity, retire with confidence, and preserve an impactful legacy.

With a focus on transparency and authentic client relationships, we work collaboratively with you to maximize the potential of your financial outcomes through careful planning and investment management.

The Client Experience

From mid-career professionals trying to make the best of their cash flow to seasoned investors looking to plan their retirement income, we offer customized strategies to meet the unique financial needs of every client.

Our Process

We have a defined service model that provides clients with clarity and confidence throughout the year.

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Services & Fees

We believe in fee transparency. You deserve to know what your advisors are charging you for their services.

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What Our Clients Are Saying

"My wife and I have been working with Eric and his team for several years. They are meticulous in their approach – they never let anything slip to the cracks. They are also very attentive and proactive"

-Bennett F.

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What Our Clients Are Saying

"Eric and his team have exceeded my expectations. My financial life is somewhat complicated… they helped us make sense of the next 5 years, 10 years, and 50 years"

Ted W.

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What Our Clients Are Saying

"Stand up guy. Incredibly knowledgeable.
Plan to use Eric for all investing and retirement needs going forward"

Anthony T.

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What Our Clients Are Saying

"Eric has been amazing to work with the past few years! He is knowledgeable, kind, and very patient. I appreciate all of your guidance. Thank you!!"

Dan H.

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All testimonials on this page were unsolicited and provided by current clients of Bergenn Financial Group. All Endorsements are from non-clients who have referred mutual clients to Bergenn Financial Group or are familiar with the work we do. No compensation has been provided for testimonials or endorsements. Statements are not indicative of future performance or success.

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.

Our Three Step Process

STEP

1

Clarify Goals

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Carefully Plan

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Consistently Manage

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Bergenn Financial Group is an active participant in the local community.

We are proud members of the West Hartford Chamber of Commerce, the West Hartford Center Business Association, and the Connecticut Business & Industry Association.

The Best of Hartford award is presented as the result of a public vote held by The Hartford Courant. The awards are in the category of either Best Financial Advisor (individual) and/or Best Financial Management Company. Any number of individuals and companies can be nominated in their respective categories, and 1 of each will be chosen to receive the top award, with 3 total being recognized in each category. This award should not be considered a testimonial or endorsement and is not indicative of future performance.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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