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45 South Main Street, Suite 203, West Hartford, CT 06107

(860) 544-5729
info@bergenn.com
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Planning &#38; Investing to reach life's most important goals<br/>

Planning & Investing to reach life's most important goals

Our approachable team of compassionate advisors is here to help successful professionals navigate every financial decision with clarity.


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.

Who We Serve

Who We Serve

We intend to serve the needs of our clients and our community through carefully planned growth.

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Our Process

Our Process

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

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Services &#38; Costs

Services & Costs

We believe transparency builds stronger relationships and list our services and fees publicly.

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Meet The Team

Meet The Team

We have a compassionate team that's excited to serve your financial planning and investment needs.

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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. 

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.