Kruger Wealth Management - Bloomington, Minnesota
Address: 6018 Timberglade Cir, Bloomington, MN 55438, United States.
Phone: 9528208206.
Website: krugerwm.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Kruger Wealth Management
Kruger Wealth Management: A Comprehensive Overview
Kruger Wealth Management is a dedicated financial planning firm located in Bloomington, Minnesota. Situated at 6018 Timberglade Cir, Bloomington, MN 55438, United States, the firm is committed to providing tailored financial strategies to individuals and families seeking to achieve their long-term goals. Their primary focus revolves around building and managing comprehensive financial plans designed to address diverse needs, ranging from retirement planning and investment management to estate planning and tax optimization. The firm prides itself on fostering strong, collaborative relationships with its clients, emphasizing open communication and a deep understanding of their unique circumstances.
Location and Accessibility
The firm’s physical address, 6018 Timberglade Cir, Bloomington, MN 55438, offers convenient access for clients in the Minneapolis metropolitan area. Kruger Wealth Management is deeply committed to ensuring inclusivity and accessibility for all clients. Specifically, they offer a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a proactive approach to accommodating individuals with mobility challenges. Furthermore, a wheelchair-accessible toilet is available on-site, highlighting their dedication to creating a welcoming environment for everyone. The firm also encourages appointments to ensure dedicated time and attention for each client’s specific needs. Their commitment to accessibility extends beyond physical infrastructure; the team strives to provide clear and understandable financial advice, avoiding jargon and tailoring explanations to individual comprehension levels.
Services Offered
At its core, Kruger Wealth Management specializes in comprehensive financial planning. This encompasses a wide array of services, including:
- Investment Management: Developing and implementing investment portfolios aligned with clients' risk tolerance, time horizon, and financial objectives.
- Retirement Planning: Creating strategies to ensure a comfortable and secure retirement, incorporating factors such as savings, Social Security, and potential income streams.
- Estate Planning: Assisting clients in establishing wills, trusts, and other estate planning documents to safeguard their assets and ensure their wishes are carried out.
- Tax Planning: Identifying opportunities to minimize tax liabilities and optimize financial efficiency.
- Financial Education: Providing clients with the knowledge and tools necessary to make informed financial decisions.
The firm's approach centers on a holistic view of a client’s financial life, recognizing that various aspects – from income and expenses to investments and estate considerations – are interconnected. They leverage sophisticated planning tools and techniques to create customized solutions that address both immediate and long-term needs.
Client Feedback and Reputation
Kruger Wealth Management has garnered positive feedback from its clients, as evidenced by its average opinion of 5/5 on Google My Business. One client specifically highlighted the excellent service provided by Lowell, noting his proactive communication and thorough updates throughout their financial journey. This feedback underscores the firm’s commitment to client satisfaction and its dedication to maintaining transparent and responsive relationships. The company’s 1 review on Google My Business further supports this positive sentiment. The consistently high ratings suggest that clients appreciate the firm’s personalized approach and its ability to deliver results.
Contact Information
For inquiries or to schedule an appointment, clients can reach Kruger Wealth Management at Phone: 9528208206. Detailed information and resources are available on their website: krugerwm.com. The website provides valuable insights into the firm’s services, investment philosophy, and team members.
Kruger Wealth Management is dedicated to providing sound financial advice and building lasting relationships with its clients. Their commitment to accessibility, personalized service, and comprehensive financial planning makes them a valuable resource for individuals seeking to achieve their financial aspirations.
👍 Reviews of Kruger Wealth Management
