Who We Serve

Whether you are just starting to save, or late in retirement years - now is the right time to start securing your financial future. Working with individuals and families of all ages and in all stages of life, Berger Financial Group is here to guide you toward your first step, and on every subsequent step of your wealth planning journey.

Our team of credentialed professionals have the experience and insight to assist you in all areas of wealth management: helping clients sift through their choices and make an informed decision when it comes to their benefit plan. Comprehensive and holistic, our scope of financial services extends beyond that of a typical advisory firm:

  • Team that understands your needs and their evolution
  • Located in Minneapolis – a publicly traded company hot spot
  • Diversity in expertise (multi-year tax planning, intricate financial plans, corporate executive benefit planning, executive stock options)
  • Internal CPA team
  • Year-long management and review of your taxes

Begin your journey with us today, and discover what it means to work with a firm that is unwavering in its commitment to put You First.

Financial planner Minnesota

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