When it comes to your retirement, knowledge is empowerment.

Learn. Plan. Live!

When it comes to your retirement, knowledge is empowerment.


When education and readiness work hand in hand, retirements can prosper.


Whether your life’s work is just getting started, you’re enjoying mid-career success or you’re almost ready to retire, Bergen Financial Group is founded on a simple principle: Educating our clients and helping to simplify the financial complexities of retirement planning builds an informed partnership.

As a result, we can plan together confidently for your future.


Learn ways to retire at every career stage.


How do you ensure your retirement plan will achieve your goals? You start by working with an experienced planning partner who listens to your wishes and anticipates your needs.

Choose a financial professional who strives to offer a high level of customer service and builds relationships with clients to help them pursue their goals in retirement.


Plan for up markets, down markets and everything in between.


Retirement means something different to everyone. Maybe you want to:

  • Explore a second career or give back to your profession
  • Travel the world
  • Leave a legacy
  • Or just leave your options open

At Bergen Financial Group, we focus on you and help guide you to live your best retirement.


Live your best retirement with confidence.


Attend a Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Check back soon for upcoming events!

Punch Your Retirement Passport

Three essential components Darcy incorporates into a three-step process to help clients prepare for retirement include specific planning centered on:

  • Investment risk
  • Income needs
  • Tax reduction strategies

Trust. Understand. Thrive.


Meet the Team

Our Team

Our people bring a broad scope of financial experience to make retirement happen every day for our clients.


What We Offer

Our Services

With your goals in mind, our process will help translate your retirement dreams into clear action steps.


Contact Us Today

Your Plan

Retirement means something different to everyone. Let us help you determine what it means to you.

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