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Bergen Financial Group Logo
Bergen Financial Group Growth Score
81
CB Rank
1241551
Heat Score
51
Bergen Financial Group is a financial consulting firm that offers insurance, taxation, retirement, investment and estate planning services.
Founded
obfuscation
Private Peoria, Arizona, United States11-50 www.bergenfinancialgroup.com/
Financial Services
Insurance
Retirement
Overview

Bergen Financial Group
Growth Score
81
Heat Score
51

Growth Score81
-4 pts
in past quarter
Heat Score 51
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Bergen Financial Group

CB Rank
1241551
Bergen Financial Group is a financial consulting firm that offers insurance, taxation, retirement, investment and estate planning services.
Founded
obfuscation
Private Peoria, Arizona, United States11-50 www.bergenfinancialgroup.com/
Financial Services
Insurance
Retirement

Details

Operating Status Active
Company Type For Profit
About the Company
Bergen Financial Group is a financial consulting firm that offers insurance, taxation, retirement, investment and estate planning services.
Phone Number +1-602-652-2665
Contact Email info@bergenfinancialgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning Services
Customized retirement planning strategies tailored to individual goals and income needs to help clients prepare for retirement.
Investment Risk Management
Strategies designed to preserve portfolio stability and promote growth by managing investment risks in retirement planning.

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Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 8
News
Technology
View Tech Report

Monthly Web Visits

170
153.73%
 in past month

IT Spend

$246KThis year, Bergen Financial Group is projected to spend $246K on IT, according to Aberdeen.

Active Website Tech Count

3Bergen Financial Group is actively using 3 technologies for its website, according to BuiltWith. These include Euro, Google Font API, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Bergen Financial Group's headquarters? Bergen Financial Group is located in Peoria, Arizona, United States.Who are Bergen Financial Group's competitors? Alternatives and possible competitors to Bergen Financial Group may include HighTower Advisors, Wells Fargo, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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