Our Services

Berger Financial Group was founded with the goal of assisting individuals and families with every aspect of their personal and professional finances. Our dedication to providing the most comprehensive and personal service in the industry has earned us a renowned reputation among both our clients and our peers.

Through financial planning, income tax, and portfolio management services, our advisors are able to assist clients in creating financial stability, security, independence, and peace of mind. Whether your current needs include asset protection and insurance planning, mortgage analysis, education planning, or multi-year tax strategies - our You First approach to wealth management services will help you reach your goals.

At Berger Financial Group, you can expect services that offer:

  • Advanced Multidisciplinary Planning
  • Opportunistic Strategies for Minimizing Tax Burdens
  • Executive Benefit Planning and Stock Option Analysis
  • Ethical and Professional Guidance
  • Fiduciary Standard of Care

Let us show you how our team of professionals can make a difference.

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