Bergenn Financial Group LLC

Dec 2023

My wife and I have been working with Eric and his team for several years. They are meticulous in their approach – they never let anything slip to the cracks. They are also very attentive and proactive.

Nov 2023

Eric helped our company with the implementing a retirement plan for all our employees - This isn’t a product Eric normally deals with. However he took time out of his busy schedule to help us be compliant virtually for free!Stand up guy incredibly knowledgeablePlan to use eric for all investing and retirement needs going forward

Feb 2023

I have been working with Eric for more than a few years at this point. As an independent insurance broker, I speak with clients from all over New England, from all demographics, with varying levels of assets and varying plans for retirement. Some of my clients are individuals with big plans and others are families with no plans. Eric is my go-to referral partner for clients of mine who are in need of developing or tweaking their financial goals. I trust him explicitly and know that my clients will always be treated with the utmost professionalism when I refer them to him. Keep up the great work, Eric!!