About Berger Financial Group
'You First'
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Plymouth, MN
- Founded
- 1981
- Company type
- Privately Held
- Company profile name
- Berger Financial Group, Inc
With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart. As a result, we are able to seamlessly collaborate, plan for and implement multi-year financial and tax strategies few others are capable of.
When it comes to investment management, we apply in-house cost and tax efficient portfolio strategies designed with risk reduction as a guiding principle.
Berger Financial Group has continually helped financial advisors find their route to retirement. Teaming up with advisors all over the country, BFG has created fair and equitable succession plans that continue the excellent service their clients have grown accustom to. We are always looking for advisors to partner with!
At BFG, we provide comprehensive, ethical and personal service to help our clients navigate the complex world of personal finance.
Specialties
- Income Tax Focused Wealth Management
- Portfolio Management
- Advisor Succession Plan
- Retirement Plans
- Client Relationships
- and Financial Planning
Company locations
1695 State Highway 169, Plymouth, MN 55441, US
110 Kimball Avenue, Suite 240, South Burlington, Vermont 05403, US
17601 Highway 7, Suite 100, Minnetonka, Minnesota 55345, US
107 Cedar St, Suite #4, Monticello, Minnesota 55362, US
10800 Lyndale Ave S, Suite 214, Bloomington, Minnesota 55420, US
13517 W Camino del Sol, Sun City West, Arizona 85375, US
8955 E Pinnacle Peak Rd, Suite 105, Scottsdale, Arizona 85255, US
15 Monument Sq, Suite 3E, Portland, Maine 04101, US
1201 S Veterans Pkwy, Springfield, Illinois 62704, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
On LinkedIn
- Followers
- 764
- People linked to this company
- 61
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Other employer
Estimated from the company profile. This category has not been confirmed by the employer.