About Us
We Work Hard to Inspire Confidence
Bergen Financial Group Strives to Earn Our Clients' Confidence Every Day
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
- Income Strategies
- Investment Planning
- Retirement Planning
- Tax Planning
- Social Security Maximization
- Healthcare Planning
- Wealth Management
- Estate Planning
- Life Insurance and Annuities
Our Philosophy: 3 Reasons
Retirement Education Is Vital
Meet Our Team
Our people bring a broad scope of financial experience to
make retirement happen every day for our clients.
We also think you’ll love them—and what they can do to
help you live your best retirement.