Based in Arizona, Darcy Bergen makes his living by providing clients with financial solutions. A Certified Retirement Financial Advisor, Darcy Bergen operates Bergen Financial Group.
Bergen Financial Group was established in 2003 to promote financial awareness and protect clients from incurring financial losses. Specifically targeted toward helping retirees plan for their futures, the firm offers a variety of products and solutions, including:
– Income strategies – Bergen Financial Group assists retirees in finding alternative income options, such as variable, fixed, and income annuities.
– Life insurance – To protect and provide for loved ones after a client’s passing, the company offers whole, universal, and term life insurance.
– Investments and wealth management – The firm works with Horter Investment Management to offer low-risk investment options.
– Tax service – The company also reviews tax ramifications through its subsidiary, Bergen Tax Service.
These services are designed for a conservative market, suitable for retirees seeking to protect their assets and gain stable returns.