Berger Financial Group

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Berger Financial Group — overview

About

Berger Financial Group is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it provides include financial planning, portfolio management, income planning, retirement planning, succession planning, charitable planning, estate and tax planning. The services are offered to individuals, high net worth individuals, families, trusts, estates, corporate executive, businesses, and retirement plans. In March of 2023 Berger Financial Group acquired RetireWise CFP, also known as Asset Harvest Group.

Berger Financial Group - known decision makers (34)

Position	Location	Asset Class
Administrator	Plymouth, US	GEN
Chief Executive Officer	Plymouth, US	GEN
Chief Financial Officer	Plymouth, US	GEN
Chief Investment Officer	Plymouth, US	GEN
Financial Advisor	Plymouth, US	GEN

Showing 5 of 34 known decision makers Berger Financial Group

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo