Bergenn Financial Group LLC - West Hartford, Connecticut

Bergenn Financial Group LLC: A Comprehensive Overview

For individuals and families seeking expert financial planning and guidance, Bergenn Financial Group LLC presents a compelling option. Located at 45 S Main St Suite 203, West Hartford, CT 06107, United States, this firm offers a comprehensive suite of services designed to help clients achieve their financial goals. With a dedicated team and a commitment to personalized service, Bergenn Financial Group has garnered a strong reputation within the community.

Phone: 8605445729

Website: bergenn.com

Specialties: Financial planner, Financial advisor, Financial consultant, Investment service.

Other Points of Interest: Bergenn Financial Group understands the importance of accessibility and inclusivity. Their facility is equipped with numerous features to ensure a comfortable and convenient experience for all clients, including:

• Online Appointments: Clients can schedule appointments remotely, offering flexibility and convenience.
• On-site Services: Traditional in-person consultations are also available.
• Accessibility Features: The office boasts a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, and a wheelchair-accessible toilet, demonstrating a strong commitment to inclusivity.
• Gender-Neutral Toilets & LGBTQ+ Friendly Environment: Recognizing the importance of creating a welcoming space for all, Bergenn Financial Group provides gender-neutral toilets and operates as an LGBTQ+ friendly and transgender safe space.
• Appointment Required & Recommended: Appointments are required to ensure personalized attention and efficient service. Recommendations for scheduling in advance are also provided.
• Free Parking Lot: Clients can enjoy complimentary parking in a designated lot.

Client Feedback and Reputation

Bergenn Financial Group’s commitment to client satisfaction is reflected in its positive Google My Business reviews. Currently, the company boasts 7 reviews, averaging a remarkable 5/5 stars. This outstanding rating underscores the firm’s dedication to providing high-quality financial advice and building strong client relationships. Here's a summary of recurring themes from the reviews:

• Exceptional Service: Clients consistently praise the team's responsiveness, attentiveness, and willingness to go above and beyond.
• Clear Communication: The advisors are commended for explaining complex financial concepts in a clear and understandable manner.
• Personalized Approach: Many reviewers highlight the fact that Bergenn Financial Group takes the time to understand each client's unique circumstances and goals.
• Trust and Expertise: Clients express confidence in the advisors’ knowledge and experience, fostering a sense of trust and security.

Services Offered – A Detailed Look

Bergenn Financial Group provides a wide range of financial services tailored to meet the diverse needs of its clients. These services typically include:

• Financial Planning: Comprehensive financial planning services, encompassing retirement planning, investment planning, estate planning, and tax planning.
• Investment Management: The firm offers investment management services, helping clients build and manage their portfolios to achieve their long-term goals. They typically work with a variety of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: Dedicated assistance in planning for a secure and comfortable retirement, considering factors such as income needs, Social Security benefits, and healthcare costs.
• Estate Planning: Guidance on estate planning matters, including wills, trusts, and power of attorney, ensuring assets are distributed according to clients’ wishes.
• Insurance Planning: Analysis of insurance needs, including life insurance, disability insurance, and long-term care insurance, to protect clients and their families.

Why Choose Bergenn Financial Group

Several factors contribute to Bergenn Financial Group’s appeal as a financial advisor. Firstly, their commitment to accessibility and inclusivity demonstrates a genuine concern for client comfort and well-being. This creates a welcoming and supportive environment for everyone. Secondly, the consistently high ratings on Google My Business highlight the firm’s dedication to client satisfaction. Finally, the team’s expertise and personalized approach ensure that clients receive tailored financial advice that aligns with their specific needs and goals. The firm prioritizes building long-term relationships based on trust and mutual respect. Bergenn Financial Group LLC provides a solid foundation for navigating the complexities of personal finance, offering peace of mind and a clear path toward achieving financial success. Their dedication to superior service and accessibility sets them apart in the competitive financial services landscape.

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"summary": "Bergenn Financial Group LLC is a dedicated financial planning firm offering personalized services, expert advice, and a commitment to accessibility and inclusivity, earning high client satisfaction ratings.",
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