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Client Centered

Client Centered

Helping Executives and Business Owners "Retire on Time"

We focus on helping executives and business owners like you create a comprehensive financial strategy to help you retire on time. We can also provide investment advisory services.

We understand the complex financial issues concerning, employee benefits and retirement plans.

In short, our mission is to help you identify and achieve your financial goals, making the most of your hard work and sacrifice.

Our Team

Michael L Berling, MBA

Managing Director

Family vs. Career.... It’s a tough choice. As a devoted father and a financial professional, Mike knows your challenges. He understands the complex financial issues concerning taxes, employee benefits and retirement plans. As a...

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Diane Giroux

Operations Manager

Diane is responsible for the day to day functions of the office. She has been working in the financial services field since 1998 and is Series 7 licensed. Diane focuses on solving problems for clients and exceeding their expectations...

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Stephen M. Siderewicz

Financial Advisor

Series 7, 66, and is licensed to sell Life & Health Insurance in CT, VA , AZ, RI and MA Stephen is a Financial Advisor at Berling & Associates. Being in the financial services industry for over fourteen years he chose to join Berling...

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Jack Patten

Financial Services Representative

As a Financial Services Representative, Jack serves as a resource, enabling his clients to manage potential risk and loss by purchasing life insurance coverage that will help protect them and their family if the unexpected occurs....

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