Achieve Financial Peace of Mind

Why Choose Us?

Education and Experience

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.

Independence & Objectivity

As an independent company, we can select products that fit your goals, not the needs of one company.

Customer Service & Monitoring

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.