What Our Clients Are Saying
Jenny and Sherry are patient, understanding and informative.
"I value the superb level of communication and business knowledge at Athene Wealth Management. Jenny and Sherry are patient, understanding and informative. I have peace of mind and faith in their services."
- G. Ludwig, Glastonbury, CT
This statement is a testimonial by a client of the financial professional as of 09/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
This obstacle is one that many couples must hurdle, and you have made it seamless for us.
"Thank you so much for talking with Jenna and I. You have an ability to provide financial guidance in an effective convincing manner that I could never provide. This obstacle is one that many couples must hurdle, and you have made it seamless for us! Thank you for all your assistance with planning a successful future for us! We are forever grateful."
- Dave, Maryland
This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
My financial life line.
"Athene Wealth management is a delight to work with! My financial life line. Jenny is passionate and knowledgeable in all she does. She has taken the time to truly connect with me and my life situations. As I do not know my way around a spreadsheet, this has made all the difference. Along with her team, Sherry and Cassidy, they keep me up to date and in the know. I have the utmost trust and confidence in this caring and professional team who deliver a marvelous service with a personal touch."
- Linda D., Retired
This statement is a testimonial by a client of the financial professional as of 05/10/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Even though the market fluctuates wildly at times there is a calm steadiness provided by Athene that is reassuring and always trustworthy.
"I have always felt I can trust that my inheritance is safe with Athene Wealth Management under Jenny Bergeron. She demonstrates concern backed up with years of experience in managing financial retirement issues. This is important as trust is built on the integrity of the financial institution where retirement funds are being held. The staff always answer any call and are patient and concerned however trivial the matter being discussed. All told I am completely satisfied with the responsiveness and knowledge of the staff and their ability to deal with any need or concern regarding my financial wellbeing. Even though the market fluctuates wildly at times there is a calm steadiness provided by Athene that is reassuring and always trustworthy."
- Anonymous
This statement is a testimonial by a client of the financial professional as of 04/25/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Jenny and her team are always personable, responsible, and available for any questions that I have.
"I first met Jenny in early 2020 right before the onset of COVID. With all the uncertainty in the markets, I had reservations with signing on with a financial planner and consolidating all my accounts. However, after conversations with Jenny, I had the confidence that I was making the right decision/ I am extremely happy that I established a financial relationship with Jenny and Athene Wealth. Jenny and her team are always personable, responsible, and available for any questions that I have. Lastly, I appreciate the sound and honest advice that Jenny has provided over the last three years, especially in light of the economic uncertainty during this time. I highly recommend Jenny and Athene Wealth to anyone looking for a quality financial planner."
- Steve G., Hartford, CT
This statement is a testimonial by a client of the financial professional as of 04/25/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Honest, intelligent, extremely well-informed person.
"I value you, as an honest, intelligent, extremely well-informed person, and that reflects in your business practice. You have left me very comfortable with you handling my portfolio."
- Lilli
This statement is a testimonial by a client of the financial professional as of 02/24/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.