Bergen Financial Group 8765 West Kelton Lane, Peoria, AZ 85382

"so I rsvp for their planning tax strategy event at seasons 52. I got there early when i went there i was told there is no room for me and i am on a waitlist for the following week. i would suggest you pass on their events. very poor planning no confirmation message i should have received a call and a email. they did tell me i could wait to see if there is a opening that's ridiculous. again i say pass on these guys"

"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."

"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."

"Before we retired, we researched and met with several Financial and Investment Advisers to assist with our 401K rollover. We decided on Bergen Financial Group for many reasons... One of which was that there was no pressure. Some others we met with were like used car salesmen that won't give back the keys to your trade-in and wanted you to sign up within ten minutes of meeting them. Bergen Financial was incredibly patient and met with us several times at our request to make sure we understood where our money was going and how it was managed before we made a final decision. They are very knowledgeable and explained everything in terms we could understand. Another reason was the friendliness and helpful, courteous attitude of the office staff. Every time we visit we are treated like the most important clients they have! My wife and I are glad we found them! A+ service!"

"We joined Bergen group in the early 3rd quarter 2016. We found them to be extremely respectful, professional, and personally interested in us. The entire office staff is very helpful, very to the point, and quite knowledgeable about all the products that they offered. Don is always right up front and available. My needs required several face-to-face meetings with Don and Darcy and Debora, both in Peoria ( Phoenix, Northwest) and Tucson where I live. Don and Darcy and Debora spent many many hours trying to get my convoluted and very limited holdings put together into a reasonable package to guide me forward in the years to come. Without their help I would still be lost with all my assets in many different places, and not providing me with the same cushion and future that Bergen provided for me. It has been my pleasure to have such an upstanding, reputable, and ethical firm assist with the burdens of my financial concerns. And after the paperwork was all done, whenever I have a question about anything, a simple call and if I don't reach Don or Debora immediately they always call back within the next several hours. I have often told others about the Bergen Financial Group. Some have followed through some have not. Those who did not, I feel, missed a fantastic opportunity to improve their financial positions."