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.
View Top Employees from Berger Financial Group, IncWebsite | http://www.bergerfinancialgroup.com |
Revenue | $8.7 million |
Funding | $350000 |
Employees | 52 (52 on RocketReach) |
Founded | 1981 |
Address | 1695 State Highway 169, Plymouth, Minnesota 55441, US |
Phone | (763) 746-2666 |
Fax | (763) 746-2669 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 31 Million |
Keywords | Berger Financial Group |
Competitors | Covenant Wealth Advisors, FCA Corp, HBKS Wealth Advisors, Pillar Wealth Management, Poulos Advisors, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Berger Financial Group, Inc employee's phone or email?
The Berger Financial Group, Inc annual revenue was $8.7 million in 2024.
Tyson Pettitt is the Vice President, Mergers and Acquisitions of Berger Financial Group, Inc.
52 people are employed at Berger Financial Group, Inc.
Berger Financial Group, Inc is based in Plymouth, Minnesota.
The NAICS codes for Berger Financial Group, Inc are [52, 5239, 523, 52393].
The SIC codes for Berger Financial Group, Inc are [628, 62].