Our
Philosophy

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Our
Mission

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Our
Process

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Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

What We Bring to the Table

What We Bring to the Table

As an independent advisor and a fiduciary*, I am not mandated to sell products or meet monthly revenue goals. My focus is solely on keeping your interests in mind. While my work with you involves money, it’s not the money that brings you here. It’s your values, dreams and desire to provide for yourself and the ones you love.

Reach out and we’ll discuss what’s important to you and our comprehensive time-tested process to develop tailored investment and planning strategies.

I look forward to meeting you.

*In advisory relationships.

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Tax Strategic Investing

Retirement Planning

Cash Flow & Budget

Full Services and Added Value

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<p>Surprises</p>

Surprises

Making the most of surprises is a great reason to work with us.
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<p>16 Wall Street Cliches in 60 Seconds</p>

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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<p>How Will Working Affect Social Security Benefits?</p>

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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Our Specialists

Jenny Bergeron

Jenny DeRosa Bergeron

LPL Financial Advisor and 5 Star Wealth Manager**

(860) 430-2637

(860) 430-2881

Sherry Pensak

Sherry Pensak

Office Manager & Executive Assistant

(860) 430-2637

(860) 430-2881

Learn How We Can Help You

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