About Us

Two Advantages Truly Set Us Apart

• Listening. Retirement planning is all about you and we are all ears. Knowing your retirement needs and goals is key to customizing just the right plan together.
• Simplifying the complex. We know many people are intimidated by the complexity of financial planning. We cut out the jargon to ensure you grasp the concepts you need. This way you have confidence in the plan we build together.

Independence and Objectivity
Founded in 2003, Bergen Financial Group is an independent company with the freedom to select products that fit your goals, not the needs of a giant corporation.

Responsive and Friendly
We are big enough to handle our clients’ most complex retirement needs. Plus we’re small enough to know our clients personally. Real people answer the phone! Got a question. Just ask. 

Full Range of Retirement Planning Expertise -
All In House

• Investment Planning Strategies that structure and manage your portfolio in an attempt to minimize risk and cost, maximize return, and keep you on track toward your financial goals.
• Retirement Planning Strategies that coordinate and optimize your retirement income sources with the goal of delivering the best possible retirement outcome.
• Tax Planning Strategies that attempt to guide your financial decisions to minimize and control your immediate, as well as long-term tax implications.
• Legacy & Estate Planning Strategies that seek to anticipate and arrange the transition of your estate to achieve your priorities.
• Risk Management Planning Strategies that address the major insurable risks in an effort to minimize or even eliminate as many negative financial scenarios as possible.