BERLING & ASSOCIATES - Key Persons
Diane is responsible for the day to day functions of the office.
She has been working in the financial services field since 1998 and is Series 7 licensed.
Diane focuses on solving problems for clients and exceeding their expectations and prides herself on knowing our clients, both financially and personally. She takes a pro-active approach to client service; contacting every client every quarter to check in on their financial picture.
Diane lives in Norwich, CT with her husband, Tom, and their 3 children.
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...
Series 7, 66, and is licensed to sell Life & Health Insurance in CT, VA , AZ, RI and MA Stephen is a Financial Advisor at Berling & Associates. Being in the financial services industry for over fourteen years he chose to join Berling...
Stephen is a Financial Advisor at Berling & Associates. Being in the financial services industry for over 23 years he chose to join Berling and Associates twenty-one 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.