65 Lasalle Road Suite 200
West Hartford, CT 06107-2374
As a Financial Planner, Eric’s mission is to assist individuals, families, and business owners in defining and achieving their financial goals. He is trained and licensed to provide a wide range of financial solutions to his clients. His goal is to become a lifelong resource to his clients and friends, and he is dedicated to assisting them through the various stages of their lives. At New England Financial Group, Eric is able to utilize a team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.
Eric studied Economics and Philosophy at Central Connecticut State University. He has been a financial professional since 2013. Eric is on the Board of Trustees for the Noah Webster House and West Hartford Historical Society, a member of the West Hartford Chamber of Commerce, and an active participant in the community.
Eric lives in West Hartford, CT with his wife Lauren, their daughter Shaye, and their son Jack. Lauren is a Registered Nurse in the NICU at CT Children’s Medical Center. The Bergenn family is often out enjoying live music, going for walks & hikes, visiting the shops and restaurants in West Hartford center, or exploring New England.
Central Connecticut State University (2009-2013)
Vice Chair and Trustee - Noah Webster House and West Hartford Historical Society
Member of the West Hartford Chamber of Commerce
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Estate Planning
- Financial Education
- Retirement Strategies
- Group Benefits
- Risk Management Strategies
- Student Loan Refinancing
Check the background of this investment professional on FINRA’s BrokerCheckSee Eric’s Licenses and Disclosures