Bergen Financial Group Information

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! Bergen Financial Group's highly-trained financial advisors help you take advantage of smart strategies in an easy-to-understand, down-to-earth manner. Contact Bergen Financial Group to create a financial strategy that helps you live your best retirement. Got a question. Just ask. Call us at 602-652-2665. Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a Registered Investment Advisor. Sub-advisory services are provided by Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Bergen Financial Group. Bergen Financial Group is a separate and unaffiliated entity from Simplicity Wealth and Advisory Alpha.