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Bergen Financial Group Employee Directory

Financial ServicesArizona, United States2-10 Employees

Bergen Financial Group is a financial services firm based in Peoria, Arizona. Founded in 2003, the company describes its approach as client-centered, emphasizing retirement planning and the goal of tailoring strategies to individual needs. It positions itself as independent and objective, selecting products aligned with clients’ goals rather than corporate interests, and aims to simplify complex financial concepts for better understanding. The firm emphasizes responsive service and personal interaction, noting that real people answer the phone and that its advisors work to deliver practical, down-to-earth guidance for retirement planning.

Find Bergen Financial Group employees' phone numbers or email addresses

Bergen Financial Group Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Bergen Financial Group's Leadership

  • Stylized image of a person
    C. D. B.
    Owner
    Mobile Phone

Bergen Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Bergen Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. D. B.
    Owner
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Bergen Financial Group known for?

Minus sign iconPlus sign iconBergen Financial Group was founded in 2003 operates in the Financial Services industry. Explore Bergen Financial Group's company overview page for more information.

What is Bergen Financial Group's most common email format?

Minus sign iconPlus sign iconBergen Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bergen Financial Group email formats with LeadIQ.

How many employees does Bergen Financial Group have currently?

Minus sign iconPlus sign iconBergen Financial Group has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bergen Financial Group's key employees and leadership?

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As of July 2026, Bergen Financial Group's key employees include:

  • Owner: C. D. B.

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