Welcome
Managing Client Relationships From All Walks of Financial Life
Who We Serve
Our objective is to help you pursue your goals, whether you are just getting started, preparing for retirement, or well into your golden years. We manage client relationships from all walks of financial life, and are the leading advisors in financial benefits for employees who work in the orthopedic industry worldwide.
We serve:
- Pre-Retirees: Those who want to protect the wealth they have already acquired and put it to work and continue to grow assets.
- Retirees: Those who are already retired and who want to protect their legacy and to not run out of money anytime soon.
- Young Investors: Young professionals looking to expand their families, eliminate debt, and grow their wealth.
- Private Client: High income earners who have complex needs that require sophisticated and specialized solutions.
- Business Owners and Executives: Those who want their businesses to continue to thrive, while at the same time plan for retirement and sussession.
We Are THE Financial Advisors
for THE Orthopedic Capital
of the World
For over 30 years, our Financial Advisors are specifically trained to assist employees who are employed by Orthopedic Industries worldwide and in Warsaw – the Orthopedic Capital of the World. To get started, have a conversation with us – we are here to help guide you through your financial goals and beyond retirement.
Our Planning Services
We have the knowledge, integrity, and proven experience to help individuals like you face unique financial challenges with every stage of your journey. We collaborate with our clients to establish the appropriate path to their financial goals—retirement planning, college saving, estate managing or other future planning. We customize our services to help you create and pursue financial goals and objectives.
Our advisors share a combined experience of over 100 years in the financial planning industry. We are committed to walking with you as you establish sound financial strategies to support your ultimate goals. Let’s work together to build your financial future.
Why You Deserve A Fiduciary
Not all financial advisors hold themselves to the same standards. At Alderfer Bergen & Company, every advisor is a fiduciary in advisory relationships who is obligated and bound to conform to a strict code of conduct when serving our clients. This commitment benefits you in many ways – we put our clients’ best interests first.
Alderfer Bergen & Company believes in placing our clients’ best interests first.
Want to Learn More?
The best way to begin investing in your life’s future is by starting a conversation with us. Our advisors are here to help and guide you through your financial goals without the use of high-pressure sales tactics. At Alderfer Bergen & Co. there are no initial consultations fees, no obligations and therefore, no stress.