Client Services

At Alderfer Bergen & Co. we don’t do cookie cutter. While our competitors try and mold you into predefined programs, we take the time to get to know you. We care about you. We want to see your dreams become reality. With custom designed comprehensive financial portfolios, we empower our clients to live the life they desire and deserve.

Our approach is as varying and different as the people we serve. We take the time to get to know our clients. We learn your hopes and goals for the future and develop strategies to pursue those goals. As a company, we have all the tools and knowledge of the big box financial planners; we just choose to use them in a more measured case-by-case approach.

Whether your financial affairs are relatively simple or very complex, working with a professional financial advisor can help pursue financial independence. We offer assistance in ...

Retirement Planning

Investment Management

Tax Efficient Planning

Preserving Wealth

Trust Planning

Education Planning

Long-Term-Care Insurance

Estate Planning

Your Financial Checklist

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