Conservative Retirement and Tax Planning Strategies

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

We believe values matter, and we live by ours every day.

Who We Are.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Let Bergen Financial Group Guide You

We are an independent firm comprised of experienced financial advisors with access to hundreds of financial instruments and strategies. We customize your strategy based on your needs, not the needs of one company or one brand. We do not utilize one-size-fits-all cookie-cutter plans, and we don’t “push” any particular direction, other than recommend the direction we think will work best for your situation and time horizon to retirement.

At Bergen Financial Group, we build long-term client relationships that span generations. We understand that financial products are often complicated and confusing. That is why we only implement strategies that our clients understand. And that’s why we offer educational seminars throughout the Valley. Our headquarters is located in Peoria, Arizona. We also have offices located in Tucson, Scottsdale, and Mesa, Arizona.

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