Ben Berger is a Financial Advisor dedicated to helping individuals and families build lasting financial security. With years of hands-on experience, he brings a personalized, education-first approach to every client relationship – taking time to cut through financial complexity and deliver strategies that are clear and effective.

Ben holds the Series 7 and Series 63 licenses, along with a CT Life and Health Insurance License – a combination that equips him to offer comprehensive guidance across investment and insurance planning. Ben develops tailored, long-term financial plans grounded in each client’s unique goals, values and circumstances. Whether guiding clients through volatile markets or major life transitions, he combines technical expertise with the kind of empathy that turns a client relationship into a trusted partnership.

Outside of the office, Ben is happiest outdoors or with his nose in a history book. He makes the most of warm weather, whether that’s on the soccer field or simply enjoying a walk with his girlfriend. Whether he’s studying the past or planning for the future, Ben brings the same curiosity, dedication, and genuine care to everything he does.