Four Reasons Clients Hire Us

Mike Berling has over 19 years’ experience as top level Financial Advisor and Financial Services Representative. While he may not have seen it all, he’s seen a lot, including one of the biggest financial, banking and economic crises in recent history. He teaches clients how to remain calm and keep their perspective in such downturns, distinguishing between short term market performance and the accomplishment of your long term financial goals.

Mike is the former owner one of the premier Crossfit facilities on East Coast, having gone from zero to a nationally known entity in just three years. He understands the challenges of small businesses including growing revenue, reducing costs, recruiting and retaining top talent. Mike was also recognized as a Five Star Wealth Manager by his peers in Connecticut Magazine.*

Mike has degrees in both Management and Psychology, as well as an MBA in Finance. Combined with his formal education, he applies his industry experience with his analytical and problem solving skills to help clients address their financial goals.

As a Former Army paratrooper, Mike learned the value of honor & commitment, as demonstrated by his election as Chairman of the Hartford Chapter of the 82nd Airborne Division Association.

* 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.