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>A Cheat Sheet for Sending Your Kid to College</p>

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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<p>Variable Universal Life Insurance</p>

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Our Specialists

Jenny Bergeron

Jenny DeRosa Bergeron

LPL Financial Advisor and Founding Member

(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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