Bergenn Financial Group

Bergenn Financial Group Helping successful professionals plan for life's most important goals. Kestra IS or Kestra AS are not affiliated with Bergenn Financial Group, LLC.

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. Bergenn Financial Group, LLC does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/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.

Being an independent firm means every recommendation comes without a hidden incentive. No proprietary products, no quota...
10/09/2026

Being an independent firm means every recommendation comes without a hidden incentive.

No proprietary products, no quotas to hit, just advice built around what's actually right for you. That's the whole point of working independently.

Visit bergenn.com to start the conversation with Bergenn Financial

Independent Financial Advisor · Unbiased Financial Planning · West Hartford CT

Most people can tell you their RTX match exists. Fewer can tell you where it's actually going, or what to do about it.Th...
10/07/2026

Most people can tell you their RTX match exists. Fewer can tell you where it's actually going, or what to do about it.

The RTX Savings Plan isn't a standard 401(k). Your match lands in RTX stock, not a fund. Your after tax option can let you save beyond the usual limits, but only if you know it's there. And none of that shows up in a way that's easy to catch on your own.

That's the gap our RTX Office Hours are built to close. Bring your questions, bring your statement, or just come listen.

JOIN US for our RTX Office Hours via Zoom or in person. It's free to attend. Register at www.bergenn.com/events. Hope to see you there!

Upcoming Events:

October 21, 12-1 pm (Zoom Lunch)
October 21, 5:30-6:30 pm (At the Bergenn Financial Office in West Hartford Center)

Financial Advisors · Retirement Planning · RTX Savings Plan · West Hartford CT

10/05/2026

It's National Financial Planning Month, so we're answering the question people ask us most, even if they don't always say it outright.
What actually changes when you start working with a financial advisor?

It's not about having more money to invest. Your investments start connecting to real goals instead of sitting on autopilot, tax planning becomes a year-round conversation instead of an April scramble, and someone is actually watching your plan as your life changes around it.

Visit Bergenn.com to start the conversation with Bergenn Financial

National Financial Planning Month · Financial Advisor · Retirement Planning · West Hartford CT

10/03/2026

Most people think their estate plan is handled. It usually isn't. Old beneficiary designations, a healthcare proxy that was never signed, an executor who moved out of state years ago, these small gaps cause real problems later.

Link in bio to start the conversation with Bergenn Financial.

Financial Advisors · Estate Planning · Retirement Planning · West Hartford CT

October is National Financial Planning Month, which feels like a good time to talk about what an actual plan should incl...
10/02/2026

October is National Financial Planning Month, which feels like a good time to talk about what an actual plan should include.

It's not a product pitch and it's not a one time conversation. It starts with getting clear on what you actually want your money to do, then building a strategy around that, and revisiting it as life changes.

That's the whole idea behind how we work: clarify goals, carefully plan, consistently manage.

Visit Bergenn.com to start the conversation with Bergenn Financial

Financial Planning · Retirement Planning · Independent Financial Advisor · West Hartford CT

West Hartford is more than where our office is, it's part of how we do business. As members of the West Hartford Chamber...
09/28/2026

West Hartford is more than where our office is, it's part of how we do business.

As members of the West Hartford Chamber of Commerce and the West Hartford Center Business Association, we love being part of a community that shows up for each other.

Had an awesome time at the West Hartford Chamber's golf tournament last week!

An estate plan isn't something you set once and forget. Outdated beneficiaries, a healthcare proxy that was never signed...
09/22/2026

An estate plan isn't something you set once and forget. Outdated beneficiaries, a healthcare proxy that was never signed, an executor who's no longer the right fit.

Visit Bergenn.com to start the conversation.

Financial Advisors · Estate Planning · Retirement Planning · West Hartford CT

Financial planning shouldn't feel like a sales pitch. We built Bergenn Financial to be different, no proprietary product...
09/18/2026

Financial planning shouldn't feel like a sales pitch. We built Bergenn Financial to be different, no proprietary products, no incentive based recommendations, just honest advice built around what actually matters to you.

Visit Bergenn.com to start the conversation.

Financial Advisors · Wealth Management · West Hartford CT

09/16/2026

A big number in your account doesn't automatically mean you're ready to retire. Real readiness means knowing your monthly income plan, your healthcare cost plan, and which accounts you draw from first.

Link in bio to start the conversation with Bergenn Financial.

Financial Advisors · Retirement Planning · Retirement Readiness · West Hartford CT

Your RTX Savings Plan has more moving parts than most people give it credit for. There's the obvious part, the match, bu...
09/14/2026

Your RTX Savings Plan has more moving parts than most people give it credit for. There's the obvious part, the match, but even that lands differently than a typical 401(k) since it goes straight into RTX stock rather than cash or a fund. Then there's the after tax contribution option, which most employees never touch, even though it can be one of the more overlooked ways to save beyond the standard limits.

None of this shows up clearly just by glancing at your statement. It takes someone who knows the plan to spot where the real opportunity is sitting.

If you've never had someone walk through your RTX benefits line by line, that's exactly the kind of conversation worth having.

JOIN US for our RTX Office Hours via Zoom or in person. It's free to attend. Register at www.bergenn.com/events. Hope to see you there!

Upcoming Events:
September 16, 12-1 pm (Zoom Lunch)
September 16, 5:30-6:30 pm (At the Bergenn Financial Office in West Hartford Center)
October 21, 12-1 pm (Zoom Lunch)
October 21, 5:30-6:30 pm (At the Bergenn Financial Office in West Hartford Center)

Financial Advisors · Retirement Planning · RTX Savings Plan · West Hartford CT

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45 South Main Street Suite 203
West Hartford, CT
06107

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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