Financial Advisors Making a Difference
Bergen Financial Group Strives To Help You Achieve Financial Peace Of Mind
In today’s uncertain economic conditions, you need financial advisors who strive to look beyond current paradigms for strategies that will help guide you toward your retirement dreams.
Don’t go into retirement alone and uncertain. With over 100 years of combined experience, our financial advisors can help you rest easy in the knowledge that we strive to keep your financial well-being safe. We are always working hard to help you with the future you desire.
Experienced, Knowledgable Financial Advisors
From Wealth Accumulation to Wealth Preservation
You deserve to have knowledgeable financial advisors in the financial industry who can show you in an easy to understand, down-to-earth manner how you can take advantage of strategies to help you create a better retirement. You deserve financial advisors who are well-versed in all of the financial services you need to plan for and live in retirement, including:
Retirement Planning
Tax Planning
Wealth Management
Estate Planning
Life Insurance and Annuities
Income Strategies and Planning
Bergen Financial Group’s financial advisors will start from the beginning of our relationship to learn about your goals, dreams and desires--before we start the financial planning process. Every person and every family has unique needs and wants, and we will develop a retirement plan that is customized specifically to you.
Retirement Requires a Paradigm Shift
Transition From “Saving For Retirement” To “Living Your Dream Retirement”
Financial Advisor Darcy Bergen founded Bergen Financial Group in 2003 based on a simple philosophy--to teach our clients how to employ strategies to strive to protect them from incurring losses on their savings. Losing money in the stock market is not the way to save or live in retirement. We aim to provide education, advice, and consulting to retirees and those planning for retirement.
Bergen Financial Group shows clients that there is a way to save and live with guaranteed income for the rest of your life with annuity-based products. We also help with wealth management, using our tactical asset management approach. Our team of advisors has over 100 years of experience assisting clients. There is no need to guess. We will set up a plan and help you implement a strategy.
Your Financial Journey to Retirement
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, Arizona as well as Spokane, Washington.
