We are just starting to look at how to finance retirement, although we have been saving money and have a good amount saved. We took a class taught by David Herbeck of Berger Financial Group, and...
Berger Financial Group
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Berger Financial Group, located in Minneapolis, MN, specializes in a comprehensive range of financial services, including retirement planning, portfolio management, income tax planning, and generational wealth planning. With over 42 years of experience, the firm emphasizes a people-centered approach, ensuring that each client's unique aspirations are prioritized in their financial strategies.
Committed to fostering trust and a family-like atmosphere, Berger Financial Group operates under an Employee Stock Ownership Plan (ESOP), which aligns the interests of employees with those of their clients. Their in-house tax expertise and personalized investment strategies aim to enhance financial well-being and drive prosperity for their clients.
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We are disappointed with Mark Berger, Rachel Meyer, and Patrick Noll. We met with Mark and Rachel and thoroughly described our situation four months ago, which clearly detailed our assets, and...

