Bergen Financial Group - Peoria, Arizona

Bergen Financial Group is a financial consulting firm located at Address: 8765 W Kelton Ln Bldg C2, Peoria, AZ 85382. They can be contacted via phone at Phone: 26522665. More information about the company can be found on their website: Website: bergenfinancialgroup.com.

The firm specializes in Consultant. Their office has a wheelchair accessible entrance and wheelchair accessible parking lot, making it accessible for all. According to Opinions: This company has 23 reviews on Google My Business, and the Average opinion: is 5/5.

Bergen Financial Group's main goal is to help their clients achieve financial success. They offer a wide range of financial services, including retirement planning, investment management, and tax planning. Their team of experienced financial consultants works closely with each client to understand their unique financial situation and develop a customized plan to help them reach their financial goals.

The company's location in Peoria, AZ, makes it easily accessible for clients in the surrounding areas. The office is located in a convenient location, with wheelchair accessible parking and entrance, making it easy for clients of all abilities to visit.

When researching financial consulting firms, it is important to consider a few key factors. One of the most important is the firm's experience and expertise. Bergen Financial Group has a team of experienced financial consultants who have a proven track record of helping clients achieve their financial goals. They are committed to staying up-to-date on the latest financial trends and strategies, ensuring that their clients receive the best possible advice.

Another important factor to consider is the firm's approach to client service. Bergen Financial Group prides itself on providing personalized, one-on-one service to each of its clients. They take the time to understand each client's unique financial situation and develop a customized plan to help them reach their goals.

In addition, it is important to consider the firm's reputation. Bergen Financial Group has an excellent reputation in the financial consulting industry, with an average opinion of 5/5 on Google My Business. This is a testament to the firm's commitment to providing excellent service and achieving results for its clients.

Reviews of Bergen Financial Group

Nancy Breiman

5/5

I can’t say enough good about the solid and professional financial advice Darcy has provided. We’re retired and our portfolio has been performing better than the overall market which gives us great comfort. I would highly recommend Darcy and his team of experts especially if you are nearing retirement! Don’t wait until you retire. Thank you, Darcy

D.R. Hills

5/5

I am very happy working with Brian Meythaler, a CFP and fiduciary at Bergen. He and their entire staff are always available to answer questions in person and on the phone. I feel much relief knowing I am getting excellent and expert advice on managing taxes and spending IRA funds that helps lower our tax burdens moving forward into retirement, as well as other valuable investing advice. I am relieved to be in their capable hands.

Rebecca Sandidge

5/5

We came to know of Darcy Bergen in a roundabout way. My husband and I had met with someone after I attended a financial seminar. We reluctantly initiated transfers to a firm. But we walked away thinking we didnt truly understand, but this person sure acted like he knew what he was doing. But a friend and I had signed up for a class held at GCC North. Darcy was the instructor and he spoke in layman's terms about investments, which had always sounded Greek to me in the past. Bonus was he had a confident but calm demeanor. He did not speak like a "used car salesman."
Mind you we met with Darcy in 2020 after my husband took an early retirement from Commercial flying. We were faced with needing to move all of our 401K/IRA funds someplace safe. Both of us instantly knew Bergen financial was the place for us.
It's been nearly 4 years since I took my husband to meet the instructor of that class at GCC North. Darcy has always explained options and shows us in easy to understand graphics, where our money is and options to place funds. Darcy keeps abreast of the financial market as well as managers of funds. The market can be a rollercoaster and it is comforting knowing we have an honest and knowledgeable financial advisor in our corner. His staff is also very friendly and helpful as well. It would behoove anyone to at least meet with Darcy; because ultimately your retirement funds should be in secure accounts.

Michael Hernandez

5/5

I have worked as Mr Bergen's window cleaner for years. He tells me that he was a window cleaner at one time. My business is only 4 years old and 4 kids on child support so not much to invest but I can say he has always treated me with the utmost respect and paid me fair including a gift durring the holidays. I can with confidently say when it is time to invest Mr Bergen's character warrants my trust.

Bob Ducy

5/5

We would like to share a very positive experience we had when working with Brian Meythaler at Bergen Financial. His style was very thoughtful both in terms of his expertise and also in answering numerous questions that we had. Heading into retirement can be a little stressful, but Brian made it much easier. Bob & Wendy.

Brayden Bordges

5/5

Jeremy is an excellent financial advisor. I came in with very little knowledge on the topic and he has taken the time to help me understand the ins and outs of investing my money. He has been a huge help to me and I highly suggest working with him!

Ricky Davis

5/5

Bergen's financial group has always treated me incredibly well. The staff is knowledgable, they have good communication and are extremely helpful. Would highly recommend!

Gina Naccarato

5/5

Well I'm so glad that I found Bergen Financial Group. I went to the financial seminar which was very informative and helpful. I made an appointment with Don and Debra regarding what my financial health was in regards to retirement planning and what ways I could improve so that when the time comes to retiring I am set. They helped me improve my status of my life insurance policy. Helped me with setting up a Living Trust. They really are looking out for what is best for me as a person not a number. They were very honest, professional and willing to take the time to educate me. If you are looking for financial assistance, I would recommend them at this company.