- Series 7, 66, and is licensed to sell Life & Health Insurance
Stephen is a Financial Advisor at Berling & Associates. Being in the financial services industry for over fourteen years he chose to join Berling and Associates twelve years ago, so that he can offer his clients a wide array of financial products and services along side first-class customer service. His mission is to become a lifetime resource for each and every client, despite any changes in their financial landscape. He brings his experience and passion from a career in corporate management and problem solving to help his clients reach their financial goals.
Stephen provides knowledge and value to his clients while exemplifying the utmost standards of professionalism, truthfulness and integrity. The products and services he offers include Life Insurance, Disability Income Insurance, Long-Term Care Insurance, Retirement Planning, Estate Planning, Education Funding Strategies and Investment Planning.
At Berling & Associates, we consider our clients needs, goals and dreams to be of the highest priority. We believe in the value of long-term relationships, service, integrity and uncompromised quality.
A graduate of Central Connecticut State University with a B.S. in Accounting and an Associate degree in Business Administration from Mitchell College; Stephen currently lives in Norwich, CT with his wife Lisa. In his spare time, he enjoys traveling and spending time with friends and family.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.