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Michael L Berling, MBA

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 former member of the Armed Services, US Army Paratrooper, and Army Drill Instructor, as well as a former health and fitness expert, Mike offers you a caring and disciplined approach to financial and investment advisory services.

As a financial professional, he is committed to helping you achieve your financial goals & success.

Mike’s straightforward and easy-going personality allows him to develop and maintain long-term relationships with his clients.

Mike is an avid Crossfitter, and plays competitive rugby at the Masters level.

Membership and Accolades:

  1. Lifetime Member and Past Chairman: Association of the 82nd Airborne Division
  2. Past Committee Chairman: Ambassadors Committee Eastern CT Chamber of Commerce
  3. Voted a 5 Star Wealth Manager* for 2010, 2011, and 2013 by Connecticut Magazine

* The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.