Broker Check
Eric J. Bergenn, Financial Planner

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Eric J. Bergenn

Financial Planner | Financial Advisor

(860) 313-4818

(860) 521-2214

ebergenn@baystatefinancial.com

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...

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Ethan Goodman, MBA

Financial Advisor

(860) 712-6460

egoodman@baystatefinancial.com

As a Financial Advisor, my mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. I help people protect the ones they love through a variety of financial...

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Stacey Soler

Executive Assistant

(860) 313-4859

(860) 521-2214

ssoler@baystatefinancial.com

Stacey works with Eric to ensure a smooth onboarding process for clients. She helps with everything from managing the business process to enhancing the client experience.

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Peter Barker

Financial Planning Consultant

pbarker@baystatefinancial.com

Peter joined Baystate Financial in the Summer of 2019 as an intern in the Financial Planning Department, started working full time as a Paraplanner in June of 2020, and transitioned into the role of Financial Planning consultant in...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.