Berger Financial Group is a Minneapolis-based wealth management firm offering financial planning, income tax, and portfolio management services. With over 40 years of experience, the company integrates tax expertise with investment strategies, serving clients across multiple US locations. It is distinguished by its Employee Stock Ownership Plan (ESOP) and commitment to a family-style culture.
Recent Transactions involving Berger Financial Group
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Berger Financial Group, Inc. Acquires Dane Holdings, Inc. of Arizona |
Dane Holdings |
Berger Financial Group |
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