Berger Financial

Financial Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Services · 51 Employees
Phone Number: ryan@bergerfinancial.com
Email Address: ryan@bergerfinancial.com
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About
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.
Year Founded
1981
Social Media
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Industry
Financial Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Services, Retirement & Financial Planning
HQ Location
1695 State Highway 169 Plymouth, MN 55441, US
Keywords
InvestingFinancial AdvisingTax ServicesIncome Tax Focused Wealth ManagementPortfolio ManagementAdvisor Succession PlRetirement PlansClient RelationshipsFinancial PlanningOffers customized solutions44 years in businesstax services
Location
9
  • 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

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andywarhol@bergerfinancialgroup.com
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awarhol@bergerfinancialgroup.com
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andyw@bergerfinancialgroup.com
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andy@bergerfinancialgroup.com
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warhol@bergerfinancialgroup.com
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