Bergen Financial Group

Financial ServicesArizona, United States11-50 Employees

Bergen Financial Group Strives to Earn Our Clients' Confidence Every Day

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 help ensure you grasp the concepts you need. This way you can 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! 

Bergen Financial Group's experienced advisors help you take advantage of smart strategies in an easy-to-understand, down-to-earth manner.

Contact Bergen Financial Group to develop a financial strategy tailored to your retirement goals.

Got a question. Just ask.  Call us at 602-652-2665. 

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 2590623 - 9/24

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