• Berling & Associates, LLC

    Berling & Associates, LLC


    Financial Planning

    About Us

    At Berling & Associates, we focus on helping executives and business owners create a comprehensive financial strategy to help you retire on time. We also provide investment advisory services. Our firm understands 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.

    When it comes to preparing for the future, it’s important to work with someone who has the foresight and resources to help you navigate life’s changes successfully.


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    Rep/Contact Info

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    Mr. Jack David Patten
    Financial Services Representative
    • Phone: 860-443-0266 x4
    • Cell Phone: (401) 575-3282
    • Send an Email
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