Bergen Financial Group Employee Directory

Q: What is Bergen Financial Group known for?

Bergen Financial Group was founded in 2003. Bergen Financial Group operates in the Financial Services industry.

Q: How many employees does Bergen Financial Group have currently?

Bergen Financial Group has approximately 13 employees.

Financial ServicesArizona, United States11-50 Employees

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. 2590623 - 9/24

Find Bergen Financial Group employees' phone numbers or email addresses

Bergen Financial Group Global Highlights

North America
14

United States Of America
13
Canada
1

Bergen Financial Group's Leadership

D. B.
President
Mobile Phone
Email
C. D. B.
Owner
Mobile Phone
Email
H. B.
Managing Partner
Mobile Phone
Email
A. L.
Director Of Operations
Mobile Phone
Email
N. L.
Marketing Director
Mobile Phone
Email
T. W.
Senior Financial Advisor
Mobile Phone
Email
J. E.
Financial Advisor
Mobile Phone
Email
B. M.
Certified Financial Planner
Mobile Phone
Email

Contact profiles from Bergen Financial Group

Name

Title

Contact Info

Location

Last Update

D. B.
President
Mobile Phone
Email
United StatesArizona
Oct 26, 2025
C. D. B.
Owner
Mobile Phone
Email
Oct 18, 2024
H. B.
Managing Partner
Mobile Phone
Email
United StatesArizona
Feb 03, 2025
A. L.
Director Of Operations
Mobile Phone
Email
United StatesArizona
Nov 17, 2025
N. L.
Marketing Director
Mobile Phone
Email
United StatesArizona
Jul 29, 2025
T. W.
Senior Financial Advisor
Mobile Phone
Email
United StatesArizona
Oct 25, 2025
J. E.
Financial Advisor
Mobile Phone
Email
United StatesArizona
Aug 10, 2025
B. M.
Certified Financial Planner
Mobile Phone
Email
United StatesArizona
Nov 20, 2025
D. O.
Financial Advisor
Mobile Phone
Email
Aug 10, 2025
C. M.
Administrative Office Specialist
Mobile Phone
Email
United StatesArizona
Sep 12, 2025

Frequently Asked Questions

What is Bergen Financial Group known for?

Bergen 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?

Bergen 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?

Bergen Financial Group has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Bergen Financial Group's key employees include:

President: D. B.
Owner: C. D. B.
Managing Partner: H. B.
Director Of Operations: A. L.
Marketing Director: N. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking