Bergenn Financial Group

Bergenn Financial Group Helping successful professionals plan for life's most important goals. Kestra IS or Kestra AS are not affiliated with Bergenn Financial Group, LLC.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bergenn Financial Group, LLC does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This site is published for residents of the United States onl

y. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Retirement might not be right around the corner for you, but the decisions you are making right now are laying the groun...
06/15/2026

Retirement might not be right around the corner for you, but the decisions you are making right now are laying the groundwork for it.

From managing cash flow to building wealth the right way, mid-career professionals have a unique opportunity to get ahead. At Bergenn Financial, we help you make the most of it with a clear, customized strategy built around where you are headed.

The earlier you plan, the more options you have. Schedule a free consultation with us today.

Start the conversation by visiting bergenn.com

Bergenn Financial | Financial advisor Connecticut | Wealth management CT | Financial planning for professionals Connecticut | Hartford County financial advisor | New Haven County financial planning

06/12/2026

Should you take Social Security early or wait? The honest answer is that it depends.

But too many people make this decision out of fear instead of strategy. And depending on when you claim, we're talking a difference of hundreds of dollars a month for the rest of your life.

Everyone's situation is different. Your health, your savings, your timeline, your spouse. It all matters. The key is actually running the numbers before you decide.

That's exactly what we help with.

Link in bio to start the conversation.

Bergenn Financial | Financial advisor Connecticut | Retirement planning CT | Personal finance Connecticut | Financial planning New Haven County | Hartford County financial advisor | West Hartford, CT

Most people have no idea if they're on track for retirement because nobody ever showed them what the timeline is suppose...
06/10/2026

Most people have no idea if they're on track for retirement because nobody ever showed them what the timeline is supposed to look like.

Here's what we think you should be focused on at every stage of the decade before you retire.

Start the conversation by visiting bergenn.com

Bergenn Financial | Financial advisor Connecticut | Retirement planning CT | Personal finance Connecticut | Financial planning New Haven County | Hartford County financial advisor | West Hartford, CT

06/05/2026

Putting off meeting with a financial advisor because you don't know what to expect? This one's for you.

We walk through exactly what happens in your first meeting so there are zero surprises. Most people leave with more clarity than they've had in years. If retirement is on your mind, the first step is just a conversation.

Get Started: https://www.bergenn.com/

Bergenn Financial | Financial advisor Connecticut | Retirement planning CT | Personal finance Connecticut | Financial planning New Haven County | Hartford County financial advisor | West Hartford, CT

Are you actually ready to retire? Not just emotionally, but financially?It's not just about hitting a certain age or a c...
06/03/2026

Are you actually ready to retire? Not just emotionally, but financially?

It's not just about hitting a certain age or a certain number in your account. There are a lot of pieces that need to be in place before you make that leap.
If even one of these gives you pause, that's exactly what we're here for.

Start the conversation by visiting bergenn.com

Bergenn Financial | Financial advisor Connecticut | Retirement planning CT | Personal finance Connecticut | Financial planning New Haven County | Hartford County financial advisor | West Hartford, CT

We think financial advice should feel like a conversation, not a presentation.At Bergenn Financial, transparency is not ...
06/01/2026

We think financial advice should feel like a conversation, not a presentation.

At Bergenn Financial, transparency is not just a buzzword. It is how we operate every single day. You will always know what we are doing, why we are doing it, and how it fits into your bigger picture.

No jargon, no pressure, no hidden agendas. Just honest guidance from a team that genuinely cares about your success.

That is the Bergenn Financial difference.

Start the conversation by visiting bergenn.com

Bergenn Financial | Financial advisor Connecticut | Transparent financial planning CT | Retirement planning Connecticut | Hartford County financial advisor | New Haven County wealth management

05/30/2026

After years of helping people plan for retirement, these are the five things I wish more people knew before they got there.

Because everyone deserves to retire with comfort. And too many people get there unprepared through no fault of their own. And if you're not sure where you stand, that's exactly what we're here for.

Link in bio to start the conversation.

Most people put off meeting with a financial advisor because they don't know what to expect. Spoiler: it's just a conver...
05/28/2026

Most people put off meeting with a financial advisor because they don't know what to expect. Spoiler: it's just a conversation. 💬

No pressure, no jargon, just a clear picture of where you stand and what to do next.

➡️ Swipe to see exactly what we cover in your first meeting with Bergenn Financial.

Start the conversation by visiting bergenn.com

Bergenn Financial | Financial advisor Connecticut | Retirement planning CT | Personal finance Connecticut | Financial planning New Haven County | Hartford County financial advisor | West Hartford, CT

05/26/2026

Not all income investments are created equal. And some of them are a lot worse than you think.

Eric rates the most popular income investments from best to worst so you know exactly what's worth your money and what to avoid heading into retirement.

Bergenn Financial | Financial advisor Connecticut | Retirement planning CT | Personal finance Connecticut | Financial planning New Haven County | Hartford County financial advisor | West Hartford, CT

You have worked hard to build something meaningful. The goal now is making sure it lasts and that it leaves an impact.At...
05/24/2026

You have worked hard to build something meaningful. The goal now is making sure it lasts and that it leaves an impact.

At Bergenn Financial, legacy planning is a big part of what we do. Whether that means supporting your family, your community, or simply making sure you never outlive your savings, we help you build a plan that protects everything you care about.

Your financial blueprint should reflect your life. We make sure it does.

Start the conversation by visiting bergenn.com

Bergenn Financial | Financial advisor Connecticut | Legacy planning CT | Estate planning Connecticut | Retirement planning CT | Hartford County wealth management

Address

45 South Main Street Suite 203
West Hartford, CT
06107

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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