Berger Financial Group Overview

Business ServicesCompany

Where is Berger Financial Group headquartered?

Berger Financial Group is headquartered in Plymouth, Minnesota.

What sector is Berger Financial Group in?

Berger Financial Group is a business services company.

When was Berger Financial Group founded?

Berger Financial Group was founded in 1981.

Berger Financial Group

Berger Financial Group, Inc.

1695 State Highway 169,
Plymouth, Minnesota 55441
United States,
(763) 746-2666
www.bergerfinancialgroup.com

Berger Financial Group is a full-service Independent Registered Investment Advisory (RIA) firm. Their dedicated team of more than 40 full-time employees, half being women, possess the qualifications necessary to help reach goals. Offering financial planning, income tax, and portfolio management all under one roof by advisors, the company aims to simplify the complexities of your personal and professional financial life. Berger Financial Group was formed in 1981 and is based in Plymouth, Minnesota.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.4/yr) # - 1 - - 1 - 2
Sell (0.0/yr) # - - - - - - 0
  2

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