KP
Keri Palmer
Financial Services Assistant at Berger Financial
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Work Experience
Financial Services Assistant
Jul 2015 - Present · 9 years and 6 months
Advanced Medical Support Assistant
Nov 2012 - Jul 2015 · 2 years and 8 months
Company Details
51-200 Employees
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
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