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- Berger Financial Group
Berger Financial Group
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.
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.
Purpose
To help people.
Vision
Stable & growing firm with $300M+ enterprise value.
Additional Culture Details
Berger Financial Group is a great place to work for those looking to grow and navigate their careers in the financial industry. We provide opportunities for employees to explore different areas of financial services and create a path that aligns with their goals. Our strong company culture fosters collaboration, professional development, and a supportive environment where team members can thrive. Most importantly, we believe that putting our clients first is at the heart of everything we do, ensuring we make a meaningful impact while building lasting relationships.
Values
- Begin with client in mind
- Prioritizing the needs, expectations, and experiences of the client in every decision and action.
Headquarters
Plymouth, MN
Employees
70 US Employees
Industry
Financial Advisors
Company Snapshots
