Introducing: Bergenn Financial Group, LLC
It is with great privilege that I am writing you to announce that I am transitioning my practice and forming Bergenn Financial Group, LLC, an independent financial planning and advisory practice in West Hartford, CT. I built this business on certain core values, among which are empathy, compassion, integrity, authenticity, value, and trust. I want to provide each of my clients with a holistic financial planning experience, with advice that puts their interests first, tailored to their goals, and monitored with care.
I am utilizing a platform from Kestra Financial – a modern, industry-leading independent broker-dealer. This exciting transition allows me to continue to grow while better serving my current clients. Please, share with your friends, family, and colleagues the positive experiences you’ve had. If you know anyone who might benefit from a conversation about how to improve their financial outcomes, invite them to check out my website and send us an introductory email (eric@bergenn.com).
I chose to use my family name for this business. I learned the core values mentioned above from impactful figures in my family. I hope to pass those values on to my children. I strive to be an example for how to draw on those values to improve the lives of others in every interaction in my community, my company, and the lives of my clients. I believe this name helps me foster my family’s legacy.
So, thank you! Thank you for your trust, support, and for continuing to hold me to the highest standards of professional service. I can’t wait to meet with you at my new office, or the same old Zoom screen, and talk about how we can guide you to the next level of financial success.
Sincerely,