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 operates with a commitment to providing personalized financial strategies to individuals and families. Their primary focus lies in helping clients achieve their long-term financial goals through comprehensive planning and ongoing support. Kruger Wealth Management distinguishes itself through a client-centric approach, prioritizing open communication and building strong, trusting relationships.
Location and Accessibility
The firm’s physical address is 6018 Timberglade Cir, Bloomington, MN 55438. For those requiring accessible facilities, Kruger Wealth Management has taken significant steps to ensure inclusivity. They offer a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to serving a diverse clientele. Additional accessibility features include a wheelchair-accessible toilet and standard restrooms. Appointments are highly recommended to ensure dedicated time and attention for each client. This proactive approach highlights a dedication to efficient and considerate service.
Services Offered
While specializing in financial planning, Kruger Wealth Management provides a range of services designed to address various financial needs. These services commonly include:
- Retirement Planning: Helping clients develop strategies for a comfortable retirement, considering factors like savings, investments, and potential income sources.
- Investment Management: Offering tailored investment portfolios based on individual risk tolerance and financial objectives.
- Estate Planning: Assisting clients in creating estate plans to ensure their assets are distributed according to their wishes and to minimize potential tax burdens.
- Education Savings Planning: Developing plans to help families save for college or other educational expenses.
- Insurance Planning: Evaluating insurance needs to protect clients and their families from unforeseen events.
The firm’s approach is highly individualized; they understand that each client's circumstances and goals are unique. Therefore, they take the time to thoroughly understand a client's current financial situation, identify their aspirations, and develop a customized plan to help them achieve those aspirations.
Client Feedback and Reputation
Kruger Wealth Management currently boasts 1 review on Google My Business, with an impressive average rating of 5/5. This exceptional feedback underscores the positive experiences clients have had working with the firm. The reviews consistently highlight the firm’s responsiveness and dedication to client success. Specifically, mentions of Lowell, a key member of the team, frequently express appreciation for his proactive communication and thoroughness in guiding clients through their financial journey. This suggests a strong emphasis on personalized attention and regular updates, contributing significantly to client satisfaction. The consistently high ratings indicate a commitment to not just providing financial advice, but also fostering a trustworthy and supportive relationship.
Contact Information and Website
Clients can easily reach Kruger Wealth Management through the following channels:
- Phone: 9528208206
- Website: krugerwm.com
The firm’s website, krugerwm.com, offers valuable resources, including information about their services, team members, and investment philosophy. It’s a valuable starting point for anyone seeking to learn more about Kruger Wealth Management and how they can assist with their financial planning needs. The firm’s dedication to accessibility and client satisfaction, as evidenced by their positive reviews and comprehensive services, positions them as a reliable and trustworthy partner in achieving financial well-being. The emphasis on proactive communication, exemplified by mentions of consistent updates, suggests a commitment to transparency and a collaborative approach to financial management. Ultimately, Kruger Wealth Management aims to be more than just a financial advisor – they strive to be a trusted advisor and a valuable resource for their clients’ long-term financial success. Their commitment to wheelchair accessibility further demonstrates their dedication to serving the entire community.
👍 Reviews of Kruger Wealth Management
