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.
đ Location of Kruger Wealth Management
Introduction
Nestled in the heart of Bloomington, Minnesota, Kruger Wealth Management stands as a beacon of trust and expertise in the realm of financial planning. Situated at 6018 Timberglade Cir, this distinguished firm has been steadfast in its commitment to helping clients navigate the complexities of modern finance and achieve their financial goals.
With a five-star average rating on Google My Business, Kruger Wealth Management has consistently demonstrated its prowess in delivering personalized, top-tier financial advice. Let's delve into the details that set this institution apart and explore the comprehensive services it offers.
Main Services
- Comprehensive Financial Planning: Kruger Wealth Management offers holistic financial planning services, tailored to each client's unique needs and objectives. Their approach encompasses retirement planning, investment management, tax planning, estate planning, and more.
- Investment Management: The firm's investment strategy is built around evidence-based investing, designed to help clients grow and preserve their wealth over the long term. They employ a disciplined, risk-aware approach that aligns with each client's investment goals and risk tolerance.
- Retirement Planning: Whether you're just starting your career or approaching retirement, Kruger Wealth Management can help you create a roadmap to a secure and comfortable retirement. Their services include 401(k) rollovers, pension management, and Social Security optimization strategies.
- Estate Planning: An effective estate plan helps protect your assets and ensures they're distributed according to your wishes. Kruger Wealth Management works with clients to develop estate plans that minimize taxes, avoid probate, and provide for their loved ones.
- Tax Planning: The firm's CPAs and tax professionals work year-round to help clients minimize their tax liabilities and take advantage of available credits and deductions. They provide strategic tax planning and preparation services for individuals and businesses.
Location and Access
Kruger Wealth Management is conveniently located in the Westwood Hills neighborhood of Bloomington, just off Interstate 494 and Highway 100. The office is easily accessible from the surrounding areas, including Richfield, Edina, and Minneapolis.
The firm's location offers ample wheelchair-accessible parking and a wheelchair-accessible entrance, ensuring that all clients can access the premises with ease. Additionally, there is a wheelchair-accessible toilet on-site for client use.
For those who prefer to use public transportation, the Bloomington Central Station is approximately a 15-minute walk from the office, with several bus routes serving the area.
Featured Characteristics
- Personalized Approach: Kruger Wealth Management takes the time to understand each client's unique financial situation, goals, and risk tolerance. They then develop a customized plan to help clients achieve their desired outcomes.
- Fiduciary Duty: As a fee-only fiduciary, Kruger Wealth Management is legally obligated to act in the best interests of its clients at all times. This commitment to transparency and honesty sets the firm apart in the financial planning industry.
- Expertise: The team at Kruger Wealth Management boasts an impressive array of credentials, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This depth of knowledge allows the firm to provide comprehensive, high-quality advice across a wide range of financial disciplines.
Practical Information
- 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
Positive Aspects from Reviews
With a single review on Google My Business, Kruger Wealth Management maintains an impressive five-star average rating. The review praises Lowell, highlighting his excellent communication, professionalism, and commitment to keeping clients informed throughout their financial journey.
Key positive aspects mentioned in the review include:
- Excellent communication: Lowell was praised for maintaining regular contact and updating the client on every step of their financial plan.
- Professionalism: The reviewer commended Lowell's expertise and dedication to providing top-tier financial advice and service.
- Client-centric approach: Kruger Wealth Management's personalized and tailored approach to financial planning was highlighted as a standout feature of the firm.
These positive aspects reflect the core values and commitment to excellence that define Kruger Wealth Management's approach to financial planning. By prioritizing client communication, expertise, and personalized service, the firm has established itself as a trusted partner for individuals and families seeking to secure their financial future.
đ Reviews of Kruger Wealth Management
