Bergen Financial Group

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Phoenix
CRD Number
Website bergenfinancialgroup.com
Client types

Overview

Bergen Financial Group, legally registered as Clear Solutions, LLC DBA Bergen Financial Group, is a retirement-focused financial advisory firm founded in 2003 and headquartered in Peoria, Arizona. The firm serves pre-retirees and retirees across multiple locations in Arizona and Washington, delivering customized retirement planning, investment advisory, and insurance solutions. Investment advisory products and services are made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser, while insurance products are offered directly under Clear Solutions, LLC. Bergen Financial Group's planning methodology centers on three core pillars: investment risk management, income needs analysis, and tax reduction strategies. The firm employs 11–50 professionals and engages clients through personalized financial planning sessions, educational seminars, webinars, and events.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bergen Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company