Allegra Wealth Management, LLC

Allegra Wealth Management, LLC Tax efficient, thoughtful investment strategies and planning for business owners and individuals. Member FINRA/SIPC. finra.org sipc.org.

*Jenny Bergeron is a recipient of the 2024, 2023, 2022, 2021, 2020 and 2019 Five Star Wealth Manager Award. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 - 2019 Five Star Wealth M

anagers

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Address

120 Hebron Avenue, Suite 2C
Glastonbury, CT
06033

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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