Financial Planners near Farmington

“These people are the best! They have been amazing and have been instrumental in making our retirement incredible. We love working with them and are looking forward to many more wonderful years working with them. Don’t hesitate contacting them, they will help you make the tough decisions that will make your retirement easier.“

“My husband I have been working with Sam for the last 10 years. We very much appreciate his outstanding character, his investment acumen which has resulted in constant returns well above industry averages and would highly recommend him, both personally and professionally.“

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“Eric and the team at Bergenn Financial Group do an incredible job of taking care of their clients and all aspects of their financial lives. I first met Eric because he advises and manages money for several members of my close family. What I first noticed about him was how diligent and thorough he was with their plans. He took so much time to understand their lives, their goals, and their financial situation. He showed he truly cared to build a long term and deep relationship. Now, I own a small law firm just down the street from Eric and we share many clients. Since first meeting him, I've seen that Eric applies that same level of care and commitment to all of his clients. And his team, Shelby and Pranish, share those same values. They are organized, communicate regularly and clearly, and provide great insight and value for their clients. I see how Eric protects his clients and helps them build and grow, and I would recommend him to anyone looking to grow and protect their assets and take control of their financial life.“

“Had a great experience with Jennifer in this office. She was very helpful with getting my father in law set up with CT Medicare supplemental insurance plans as he was a FL resident. Very helpful in getting the right plan with the right coverage“