Berger Wealth Management

More Info

General Info

Berger Wealth Management is a fee-only financial planning firm and registered with the State of Georgia. As a fee-only firm I do not sell any investments, insurance or make commissions. Because of this, I can provide unbiased advice with no conflicts of interest. As a fiduciary, I am truly an advocate for my clients. I am a CFP® professional and offer comprehensive planning (Wealth Management) as well as Investment Management for those that do not need the financial planning. Included in a typical comprehensive plan: Investment Management, Cash Flow Management, Estate Planning, Insurance Planning, Tax Planning, Retirement Planning. Depending on the type of client, there may be other areas that are reviewed as well. There are many pieces to the puzzle and I am here to assist you with making those pieces fit so that the "picture" of your financial future will become more clear!

Services/Products

Comprehensive financial planning, investment management

Associations

Certified Financial Planner professional, National Association of Personal Financial Advisors (NAPFA), Financial Planning Association

Other Link

http://www.bergerwealthmgt.com

Categories

Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services

Reviews

Details

Phone: (770) 301-2801

Address: 1029 N Peachtree Pkwy Suite 272, Peachtree City, GA 30269

Website: http://www.bergerwealthmgt.com