Owen I.L. Bernard II

Financial Representative

  • 203-288-5201 ext 131
  • 860-570-7400

Helping You Create a Financial Plan That Grows With You

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

How Prepared Are You for Health Care Costs in Retirement?

Medicare is not intended to cover all of your health care costs in retirement. Download this white paper to understand its four main parts and what it does and does not cover.

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What’s Fueling Recent Market Turbulence?

In this month’s podcast our experts share their thoughts on what’s causing the turbulence and how poised the U.S. is to weather the storm.

View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

What Can You Expect When Working with Me

Watch this short video to discover how my unique approach to financial planning may benefit you.

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