20542 N. Lake Pleasant Rd.
From Wealth Accumulation to Wealth PreservationYou deserve to have knowledgeable financial advisors in the financial industry who can show you in an easy to understand, down-to-earth manner how you can take advantage of strategies to help you create a better retirement. You deserve financial advisors who are well-versed in all of the financial services you need to plan for and live in retirement, including:
Bergen Financial Group’s financial advisors will start from the beginning of our relationship to learn about your goals, dreams and desires--before we start the financial planning process. Every person and every family has unique needs and wants, and we will develop a retirement plan that is customized specifically to you.
At Bergen Financial Group, we put our clients first - we take time up front to understand your retirement goals and thoroughly explain your options. We make sure you fully understand the pros and cons of various investment strategies, including any fees. Our team has over 100 years of combined experience as licensed insurance agents, and make complex investment strategies easy to understand.
As an independent company, we can select products that fit your goals, not the needs of one company.
Once you are a client, we provide quarterly and annual portfolio reviews, as well as frequent customer appreciation events, so we are in contact many times throughout the year. Our staff is available to answer questions, Mon - Thurs 9am to 4pm, Fridays by appointment only, in any of our branch offices - simply call our toll free number or your financial advisor.