-
.jpg "Allegra Wealth Management, LLC")
.jpg "Allegra Wealth Management, LLC")
Allegra Wealth Management, LLC
Categories
Financial & Investment ServicesInsurance
- 120 Hebron Avenue Suite 2C Glastonbury CT 06033
- (860) 430-2637
- (860) 430-2881
- Send Email
- www.Athenewealth.com
Driving Directions:
We are in Eric Town Square below Rooftop 120
About Us
Jenny specializes in a big picture approach to investment management and financial planning by assessing your entire financial picture to manage funds tax efficiently and give you a road map toward large goals like retirement and paying for education.
Video Media
Images
.jpg "Gallery Image CONWM25_JennyDBergeron_49067_1_(1).jpg")
Member News
Release Date: December 10, 2025Jobs
Office Manager and Executive Assistant
Category: Financial ServicesWe are looking for a full-time Executive Assistant/Office Manager (EA) to support and partner with a Financial Advisor team (FA) in a local wealth management office. The EA needs to be extremely organized, able to multi-task, adapt to new technology and interface with a variety of personalities. The EA will be responsible for all administrative duties and front office operations. The EA will ...read more
.jpg&description=){kind=link}