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.

Social Security Webcast Replay – View Now

Learn to navigate your options and make informed decisions based on your unique circumstances in this free 30-minute webcast, Maximizing Social Security: How and When to Claim Your Benefit.

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The Driving Factors That Could Make the Markets Move

This month’s podcast  what will make the markets move and possibly when. 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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