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

1. Education Is in Our DNA

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?”

2. Shared Experience

1000+ participants have attended our college classes, seminars and free online webinars since we opened our doors.

3. Knowledge Has Value

We know that the better clients understand their financial plan, the better they can partner with us to live their best retirement.

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.