The financial services industry is crowded with firms claiming to offer the best advice and financial strategies. However, Berger Financial Group distinguishes ourselves through a blend of unique qualities and services. In this blog post, we’ll explore these differentiating factors and understand how we impact clients.

Experience and Culture: A Legacy of Client-Centric Service

Building on 42 Years of Tradition

Berger Financial Group’s journey spans over four decades, which speaks volumes about our stability and deep-rooted experience in the financial sector. This longevity has enabled us to establish a culture centered on people, both clients and employees. With a wealth of advisors operating across several states, Berger Financial maintains a balance between being a sizable entity and retaining a small, family-like atmosphere. This approach ensures personalized service, unlike larger, more institutionalized organizations.

A Holistic Approach to Financial Planning

While Berger Financial is substantial enough to provide a wide array of services, we have successfully preserved our core cultural values. This includes practicing ethically and morally, ensuring that clients feel like they are part of a family. Such a holistic approach is rare in the industry, where the focus often shifts to numbers rather than people.

Employee Stock Ownership Plan (ESOP)

One of the most significant aspects that set Berger Financial apart is our status as an Employee Stock Ownership Plan (ESOP) company. This structure means every employee, without exception, holds ownership in our firm. This ownership is more than just a title; it instills a sense of responsibility and care in every team member, creating a unique workplace culture where everyone is invested in our company’s success and, by extension, the success of our clients.

Expertise in Tax Management

Another area where Berger Financial shines is in our tax services. While many firms offer tax planning, Berger Financial takes it a step further by providing tax preparation services. With dedicated CPAs on staff, we offer an in-depth and hands-on approach to tax management, a service not commonly found in many financial firms.

In-House Investment Strategies: Direct Access to Expertise

Finally, Berger Financial sets ourselves apart with our in-house investment department, including access to a Bloomberg terminal. This resource allows us to create custom portfolios and offer clients direct communication with our portfolio managers. This approach contrasts sharply with the more common practice of relaying information through intermediaries, often leading to diluted or misinterpreted investment strategies.


what makes berger financial different

Berger Financial Group’s distinct approach to financial services is marked by a blend of deep cultural values, unique ownership structure, hands-on tax services, and personalized investment strategies. These elements come together to create a financial firm that not only stands out in the industry but also deeply resonates with our clients. For more information or personalized guidance, please feel free to contact Berger Financial Group today for assistance.