20542 N. Lake Pleasant Rd.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
We believe values matter, and we live by ours every day.
We Strive 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.
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.
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.