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Kristi Sanz Email
VP Practice Management . Berger Financial Group
Plymouth, MN
Locationk*****@bergerfinancialgroup.com
Primary EmailHow to contact Kristi Sanz
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Employees:
58Revenue:
$11MAbout
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.Berger Financial Group Address
1695 State Highway 169Plymouth, MN
United States