BBB Accredited Business Profile

Berson Financial Advisors

Berson Financial Advisors

(860) 891-8234

Berson Financial Advisors

26 years in business
22 Ray Hill Rd
East Haddam, CT 06423
Fax Numbers
  • (860) 891-8334
Additional Phone Numbers
  • (860) 982-5862
BBB File Opened: 05/20/1997
Business Started: 01/01/1991
Business Incorporated: 10/15/1999 in FL
Type of Entity
Corporation
Business Management
  • Ms. Roni Roslyn Berson, Owner
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Insurance - Health
  • Insurance - Life
  • Insurance - Disability
  • Retirement Planning Service
  • Insurance Services
  • NAICS: Sales Financing

Service Area
We service the following area(s): Connecticut
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

Berson Financial Advisors, LLC offers no fee retirement and financial planning advice. Financial products are offered through GWN Securities, Inc.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Berson Financial Advisors

Berson Financial Advisors

BBB ACCREDITATION SINCE 05/20/1997

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