Business & Tech

CT River Valley Chamber Of Commerce: Jenny DeRosa Bergeron Of Athene Wealth Management, LLC In Glastonbury Received The 2021 Five Star W ...

See the latest announcement from CT River Valley Chamber of Commerce.

December 14, 2021

This is her third year receiving the award. For 2021, she was chosen out of 3,191 Connecticut area wealth managers considered for the award; only 9% (272) were named 2021 Five Star Wealth Managers. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria, including but not limited to the following:

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For a full description of the criteria of eligibility you may visithttps://www.fivestarprofessional.com/awardwinners/CONWM

Jenny DeRosa Bergeron is the founding member of Athene Wealth Management, LLC, and anindependent advisor with LPL Financial. Jenny offers comprehensive wealth management thatincludes financial planning, cash flow management, risk management via insurance productsand tax efficient investing. Her comprehensive approach includes partnering with clients’ otherfinancial partners, like estate attorneys and tax professionals, as needed.

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To learn more please contact Athene Wealth Management at 860-430-2637,jenny@athenewealth.com, or visit http://www.athenewealth.com .


This press release was produced by the CT River Valley Chamber of Commerce. The views expressed here are the author’s own.