Plymouth, MN Investments

My best investing day was the day I took my money out of here!

Made me feel extremely comfortable, I got a trusting feeling, took time to answer any and all questions. I am bringing my adult children to him also.

Having attended a few of John's lunch and learn presentations and getting to know John, I felt more than comfortable referring friends and family to John for financial co ... more

I was extremely happy with how much Dean has helped us. Not only did he go out of his way multiple times to assist my wife & I in the process of finding the best life ins ... more

I've enjoyed working with Chad. He's a great resource and I refer friends and families to him whenever I can. He'll be a great planner for you, too. Highly recommend.

Warm investor leads is a must, don't wanna waste time searching and DM'ing people on linkedin with zero replies anymore

Garage remote not working great. Chatted on the website, and they offered to come out the next day to see what was wrong. Dave did a quick assessment, talked through op ... more

I can't say enough of how awesome Jim and the team are. Before coming here, I was never quite sure if we were doing the right thing managing our retirement and debt, and ... more

Had the opportunity to work with Jenna Kealy, you can tell Berger Financial cares about their client's success - 5 stars.

Wont ever bank here since they wont even notarize a document..

Early last year, 2020, my husband and I, in our early 60's, decided we needed to accelerate our for our retirement funds with a team who doesn't let our money sit unwatch ... more

I used to use Fidelity. They were ok, but they used a "cookie cutter" approach to financial planning. Echo adjusted my portfolio and actively manages it. She helped me ... more

For the last week or so, I have been looking for a financial advisor. Today, I was working a job in the building and kind of just stumbled into the Greseth Financial Grou ... more