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.
Bergenn Financial Group was built on certain core values, among which are empathy, compassion, integrity, authenticity, value, and trust. We live them every day.
Disclosures:
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. Kestra IS or Kestra AS are not affiliated with Bergenn Financial Group, LLC. 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 only. 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.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 45 South Main St.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.bergenn.com/
- Keywords
- Financial Planning, Investment Management, Investment Advisory Services, Retirement Planning, Tax Efficient Investing.
- HQ
- West Hartford, CT
Bergenn Financial Group Questions
Bergenn Financial Group's website is http://www.bergenn.com/
Bergenn Financial Group's LinkedIn profile is https://www.linkedin.com/company/bergennfinancialgroup
Bergenn Financial Group has
2 employees.
View email and phone details for 2
employees at Bergenn Financial Group.
Bergenn Financial Group's industry is
Financial Services
Bergenn Financial Group's top competitors are
Stagonomics,
Healthy Wealth Management, Llc,
Northwestern Mutual,
We-Ha.com,
Advyzion® Consulting,
Fairfield Trading Group,
Bergen Financial Group,
Wealth Preservation Partners, Llc,
West Hartford Chamber Of Commerce,
M. Scott Investments.
Bergenn Financial Group's categories are Financial Services
Bergenn Financial Group's founding year is 2022
