8765 W Kelton Lane
Two Advantages Truly Set Us Apart
Independence and ObjectivityFounded in 2003, Bergen Financial Group is an independent company with the freedom to select strategies that fit your goals, not the needs of a giant corporation.
Responsive and FriendlyWe 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.
We Have Years of Experience when it comes to Retirement Planning and it is All In House
We started in 2003 determined to fill a gap in the financial planning marketplace by answering prospects’ and clients’ primary question, “How do I know my plan is right?”
100+ participants have attended our college classes, seminars and free online webinars since we opened our doors.
We know that the better clients understand their financial plan, the better they can partner with us to live their best retirement.
Our people bring a broad scope of financial experience tohelp their clients work towards their retirement goals. We also think you’ll love them—and what they can do tohelp you live your best retirement.
Licensed Financial Professional
CLU, CLTC, CFBS, LUTCF
Director of Operations
Client Services Associate
Office Support Assistant