Company Overview
Bergen Financial Group, established in 2003, is a leading financial consulting firm based in Peoria, Arizona. The firm operates independently, prioritizing financial independence and objectivity to ensure the selection of products and services that align with their clients' objectives without external influences. Their core offerings encompass insurance, taxation, retirement, investment, and estate planning services.
Bergen Financial Group is dedicated to providing financial clarity, solutions, and services that empower clients to concentrate on their primary life goals. The firm strongly emphasizes client education to demystify the complexities of retirement planning and develop informed partnerships with clients.
Key Services
- Retirement Income Strategies
- Wealth Management
- Insurance and Taxation Planning
- Investment and Estate Planning Services
Leadership Team
Darcy Bergen, CRFA
- Position: Managing Partner | Financial Advisor
- License: AZ License #7714485
- Experience: Darcy Bergen brings over three decades of expertise in the financial services industry. He applies an educational approach to retirement planning, fostering financial literacy through college classes, seminars, and webinars focused on retirement financing. As the founder of Bergen Financial Group, he aligns the firm’s operations with its mission to enhance client learning and partnership in retirement planning.
Heather Bergen
- Position: Managing Partner
- Professional Involvement: Actively promotes strategic financial solutions with a keen focus on data analytics and individualization.
Additional Key Team Members
- Brian Meythaler, CFP®, ChFC®, IRMAACP: Financial Advisor
- Brock Biesel: Licensed Insurance Professional
- Bryan Little: Licensed Insurance Professional
- Debra O’Connell, CFF®: Licensed Insurance Professional
- Donald Dirren: Licensed Insurance Professional
- Anne Leale: Director of Operations | Insurance Professional
Operational Footprint
Bergen Financial Group operates multiple offices strategically located to better serve their clients:
- Peoria, AZ: 8765 W. Kelton Lane, Bldg C2
- Scottsdale, AZ: 5425 E. Bell Road, Suite 104
- Mesa, AZ: 1745 S Alma School Rd., Suite 275
- Tucson, AZ: 1846 E. Innovation Park Drive
- San Diego, CA: 9171 Towne Centre Drive, Suite 215
Client Engagement and Philosophy
Bergen Financial Group adopts a methodical approach in client engagement, developing comprehensive financial plans that address various aspects such as tax efficiencies and lifetime income strategies. Transparency and collaboration are core components of their client relationship philosophy, with educational seminars, client meetings, and participatory webinars aimed at empowering clients to navigate financial decisions effectively.
Contact Information
- Phone: 602.652.2665
- Email: info@bergenfinancialgroup.com
- Website: [Bergen Financial Group](https://bergenfinancialgroup.com/)
Online Presence
- LinkedIn: [Bergen Financial Group LinkedIn](https://www.linkedin.com/company/bergen-financial-group)
- Other Social Media: The firm maintains a presence on platforms like Twitter to promote insights and client engagement activities.
Competitor Profiling
Key Competitors
Bergen Financial Group faces competition from several notable entities in the financial services and insurance sectors:
- AIG (American International Group): A global leader offering comprehensive services in general insurance, life & retirement, and technology, with operations in approximately 190 countries. AIG employs 25,200 personnel as of 2023.
- Guardian Life Insurance Company of America: Founded in 1860, this mutual insurance company focuses on life, disability, and group benefits. It supports 29 million consumers with a workforce range of 5,001 to 10,000 employees. Guardian Life is distinguished for its stability and fiscal integrity.
- Lincoln Financial Advisors Corp.: Known since 1998 as Lincoln Financial Group, they provide retirement, insurance, and wealth protection products to about 17 million customers, emphasizing integrity and forward-thinking.
- MissionSquare Retirement: Focused on public sector retirement plans, managing over $70 billion in assets, with over 60% of its leadership being women and people of color.
- Asset Management Group: A Kansas City-based firm specializing in commercial real estate management, offering a spectrum of services from retail to industrial management.
Analysis
Bergen Financial Group operates in a competitive environment against large-scale organizations possessing extensive financial and global outreach. AIG and Guardian Life, with their broad service lines and international presence, pose significant competition. To effectively compete, Bergen Financial Group has the opportunity to focus on niche markets within the financial services sector, emphasizing personalized service and regional expertise. This can be achieved through local business collaborations and strategic partnerships. Additionally, embracing innovative financial technologies and enhancing digital services could boost Bergen's competitive edge in an increasingly tech-driven market landscape.
