888-858-4353

Achieve Financial Peace of Mind

Service/Process

Preservation Is Key

At Bergen Financial Group, we are about growing and protecting your savings and income by using practical strategies that are specific to your desired goals and objectives.

Our advisors are trained to assist our clients in multiple areas, including:

  • Retirement Planning
    • We manage assets both before and during your retirement.
    • We work with you to maximize employer-sponsored retirement and IRAs.
    • Our team determines how much you need to retire comfortably.
  • Income Protection
    • We work with you to create savings plans.
  • Tax Planning
    • We create tax deferment strategies for you.
    • We help you capitalize on your investments.
    • We carefully consider tax liabilities and benefits.
  • Risk Management
  • Estate Planning
    • We offer estate tax restructuring.