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
Expert Financial Planning Services at Kruger Wealth Management
Nestled in the heart of Bloomington, Minnesota, Kruger Wealth Management offers comprehensive financial planning services designed to help you navigate your financial journey with confidence. Situated at 6018 Timberglade Cir, this esteemed financial planning firm is committed to providing personalized, goal-oriented strategies tailored to each client's unique needs.
Main Services
- Retirement Planning: Kruger Wealth Management specializes in helping clients plan for a secure and comfortable retirement. They provide expert guidance on retirement savings, pension plans, and Social Security optimization.
- Investment Management: The team at Kruger Wealth Management offers customized investment strategies, aiming to grow and preserve your wealth while managing risk according to your risk tolerance.
- Estate Planning: They assist clients in creating effective estate plans to protect assets, minimize taxes, and ensure a smooth transition of wealth to future generations.
- Tax Planning: Kruger Wealth Management provides tax-efficient strategies to help clients keep more of what they earn, now and in the future.
- Risk Management: They help clients protect their financial well-being with insurance planning, emergency fund management, and long-term care planning.
- Education Planning: Kruger Wealth Management offers guidance on saving and funding education expenses for children, grandchildren, or even oneself.
Location and Access
Kruger Wealth Management is conveniently located in the Westwood neighborhood of Bloomington, just off I-494 and American Blvd W. The office is easily accessible and offers ample parking, including a wheelchair-accessible car park. Public transportation is also available nearby, with the Bloomington Central Station being approximately a 15-minute walk away. The establishment also features a wheelchair-accessible entrance and toilet for client convenience.
Featured Characteristics
- Personalized Service: Kruger Wealth Management prides itself on delivering personalized, one-on-one attention to each client, ensuring their unique financial goals and circumstances are fully understood and addressed.
- Fiduciary Standard: As a fee-only financial planner, Kruger Wealth Management adheres to the fiduciary standard, always putting their clients' best interests first.
- Comprehensive Approach: They consider all aspects of their clients' financial lives, from investments and taxes to insurance and estate planning, to create cohesive and effective financial strategies.
- Transparent Communication: Kruger Wealth Management maintains open lines of communication, keeping clients informed and involved throughout the financial planning process.
Practical Information
Kruger Wealth Management is open Monday through Friday, from 9:00 AM to 5:00 PM. However, it is recommended to schedule appointments in advance to ensure availability. You can reach the office by phone at 952-820-8206 or visit their website at krugerwm.com for more information.
Positive Aspects from Reviews: With an average rating of 5 out of 5 stars on Google My Business, clients praise Kruger Wealth Management for their excellent service, personalized attention, and timely updates throughout the financial planning process. One client, Lowell, commends the firm's communication and attention to detail, stating, "Lowell has been excellent to work with. He has been in contact with me and has updated me on every step of my financial journey."
đ Reviews of Kruger Wealth Management
