What departments does Berger Financial Group, Inc have?

Berger Financial Group, Inc has employees across 12 departments including Business, Accounting, Information Technology, Operations, Legal.

What is the largest department at Berger Financial Group, Inc?

The largest department at Berger Financial Group, Inc is Finance with 9 employees.

Where are Berger Financial Group, Inc employees located globally?

Berger Financial Group, Inc has employees across 2 continents and 2 countries including Estonia, United States Of America.

How has Berger Financial Group, Inc's team size changed over time?

Berger Financial Group, Inc's team has grown from approximately 43 to 47 employees based on available data.

Berger Financial Group, Inc Employee Directory

Financial ServicesMinnesota, United States51-200 Employees

Berger Financial Group, Inc. is a mid-sized financial services firm based in Plymouth, Minnesota, offering wealth management supported by a team of experienced financial planners and CPAs. Through a collaborative, multi-year planning approach, the firm develops and implements comprehensive financial and tax strategies for its clients and partner advisors.

The company prioritizes in-house investment strategies that aim to be cost- and tax-efficient, with risk reduction as a guiding principle. It collaborates with independent financial advisors across the country to provide succession planning and sustained client service. In February 2024, Berger Financial Group announced the acquisition of Robert Gordon & Associates, Inc., expanding its investment management and strategic wealth planning capabilities.

Berger Financial Group, Inc Global Highlights

North America
103

United States Of America
103

Europe
1

Estonia
1

Berger Financial Group, Inc's Leadership

A. R.
Chief Strategy Officer
Mobile Phone
Email
D. M.
Owner
Mobile Phone
Email
R. B.
Partner
Mobile Phone
Email
A. G.
Director Of Tax
Mobile Phone
Email
J. W.
It Director
Mobile Phone
Email
E. K.
Operations Director
Mobile Phone
Email
A. C.
Compliance And Risk Director
Mobile Phone
Email
R. S.
Regional Director
Mobile Phone
Email

Berger Financial Group, Inc Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Entrepreneurship
Finance
Accounting
Other
Consultant

Contact profiles from Berger Financial Group, Inc

Name

Title

Contact

Location

Last Update

A. F.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
A. F.
Financial Advisor
Mobile Phone
Email
Oct 16, 2024
A. C.
Consultant
Mobile Phone
Email
Oct 15, 2025
B. L.
Hq Office Administrator
Mobile Phone
Email
Oct 17, 2024
E. M.
Tax Associate
Mobile Phone
Email
Oct 17, 2024
J. B.
Operations Associate
Mobile Phone
Email
Oct 21, 2024
M. M.
Paraplanner
Mobile Phone
Email
Oct 17, 2024
M. L.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
M. H.
Tax Advisor
Mobile Phone
Email
Oct 17, 2024
R. S.
Client Services Associate
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Berger Financial Group, Inc known for?

Berger Financial Group, Inc was founded in 1981 and operates in the Financial Services industry. You can contact Berger Financial Group, Inc's main corporate office by phone at

+1-763-746-****

. Explore Berger Financial Group, Inc's company overview page for more information.

What is Berger Financial Group, Inc's most common email format?

Berger Financial Group, Inc employees' email format typically follows the pattern of First@bergerfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Berger Financial Group, Inc email formats with LeadIQ.

How many employees does Berger Financial Group, Inc have currently?

Berger Financial Group, Inc has approximately 65 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Berger Financial Group, Inc's key employees and leadership?

As of September 2026, Berger Financial Group, Inc's key employees include:

Chief Strategy Officer: A. R.
Owner: D. M.
Partner: R. B.
Director Of Tax: A. G.
It Director: J. W.

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Berger Financial Group, Inc Employee Directory

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