Bergenn Financial Group logo
VerifiedFinancial Services· Founded 2022

Bergenn Financial Group

Our approachable team of compassionate advisors is here to help successful professionals navigate every financial decision with clarity. With a focus on transparency and authentic client relationships, we work collaboratively with you to maximize the potential of your financial outcomes through careful planning and investment management. Bergenn Financial Group was built on certain core values, among which are empathy, compassion, integrity, authenticity, value, and trust. We live them every day. Disclosures: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Bergenn Financial Group, LLC. Bergenn Financial Group, LLC does not offer tax or legal advice. Investor Disclosures: This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

7-day free trial · no credit card

HeadquartersWest Hartford, United StatesEmployees2(1 to 10)Founded year2022Websitebergenn.comLinkedIn profileLinkedIn

Verified contacts

3

available on Kipplo

LinkedIn employees

2

1 to 10 range

Open roles

—

no listings

Distinct roles

3

indexed titles

Tech stack

1

tools in use

Monthly traffic

—

organic / mo

Sign up free to see all 3 verified contacts at Bergenn Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

3 contacts with verified email or phone · masked until revealed.

Sign up free →

Showing 2 of 3 verified contacts

Top roles at Bergenn Financial Group

3 distinct titles indexed · top 3 shown.

  • 1financial advisor & president
  • 1financial planning analyst
  • 1office manager

Sign up to unlock all 3 contacts at Bergenn Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 3 verified contacts at Bergenn Financial Group

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Bergenn Financial Group | Kipplo Discover