About
About Us
Our Primary Purpose
Bergenn Financial Group is an independent financial planning and advisory practice in West Hartford, CT. This business was built on certain core values, among which are empathy, compassion, integrity, authenticity, value, and trust. We want to provide each of client with a holistic financial planning experience, with advice that puts their interests first, tailored to their goals, and monitored with care. To book a time to meet directly with Eric Bergenn, visit our contact page, email info@bergenn.com, or call our office at (860) 544-5729.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning, to execution, to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Knowledge is power.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.