Berger Financial Group

EST. AUM
$2,948,862,004

CONTACTS
43

CLIENT ACCOUNTS
11,139

Firm Details

Metro area Minneapolis
CRD Number 308174
Website bergerfinancialgroup.com
Client types

Overview

Berger Financial Group distinguishes itself through a team approach to wealth management, combining the expertise of experienced financial planners and dedicated CPAs. This collaborative effort allows the firm to develop and implement multi-year financial and tax strategies that are sophisticated and seamlessly executed. In investment management, Berger Financial Group prioritizes cost and tax efficiency, utilizing in-house portfolio strategies designed to minimize risk. The firm is also committed to supporting financial advisors in planning their retirement, offering fair and equitable succession plans that ensure clients continue to receive excellent service. Berger Financial Group prides itself on providing comprehensive, ethical, and personalized services to help clients navigate the complexities of personal finance. They are always open to partnering with new advisors to expand their reach and continue delivering high-quality financial guidance.

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

Berger Financial Group

Platform Details

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