Bergen Financial Group

Bergen Financial Group is an independent financial services company based in Peoria, Arizona. Founded in 2003, the company employs 11 people and generates $0.872 million in annual revenue. Bergen Financial Group specializes in retirement planning, offering personalized strategies tailored to each client's needs and goals. Their advisors pride themselves on simplifying complex financial concepts, ensuring clients understand the intricacies of their plans. The company distinguishes itself through its commitment to personalized service, responsiveness, and independence. Bergen Financial Group emphasizes listening to clients, building trusting relationships, and selecting products that align with individual goals rather than corporate agendas. Clients can contact Bergen Financial Group at 602-652-2665 to schedule a consultation and discuss their retirement planning needs. Investment advisory and financial planning services are provided 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 are offered through Bergen Financial Group.