Broker Check
Eric J. Bergenn, Financial Planner


Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance products in the following jurisdictions:

Connecticut, Massachusetts, New York, South Carolina

We have individuals registered to offer securities in the following jurisdictions: 

Connecticut, Massachusetts, New York, South Carolina, Colorado, California