Bergen Financial Group
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.
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
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Anne Leale
Director of Operations · Operations
EmailPhone - JE
Jeremy Erisman
Financial Advisor · Finance & Accounting
EmailPhone - DB
Darcy Bergen
President · General Business & Management
EmailPhone - BM
Brian Meythaler
Certified Financial Planner · Finance & Accounting
EmailPhone - BB
Brock Biesel
Financial Advisor · Finance & Accounting
EmailPhone - CM
Cherilyn Menezes
Administrative Office Specialist · General Business & Management
EmailPhone - DO
Debra Oconnell
Financial Advisor · Finance & Accounting
EmailPhone - LA
Lior Assa
Financial Advisor · Finance & Accounting
EmailPhone
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- 1administrative office specialist
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- 1president
- 1senior financial advisor
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