Kruger Wealth Management - Bloomington, Minnesota

Kruger Wealth Management: Comprehensive Financial Planning in Bloomington, MN

Nestled in the heart of Bloomington, Minnesota, Kruger Wealth Management offers a comprehensive range of financial planning services tailored to help individuals, families, and businesses achieve their financial goals. With a commitment to personalized service and a client-centric approach, this esteemed financial planning firm has been serving the local community and beyond for many years.

Main Services

• Financial Planning: At the core of Kruger Wealth Management's offerings lies a robust financial planning process that begins with understanding each client's unique objectives, risk tolerance, and time horizon. Their experienced team of financial advisors works diligently to create customized plans that address retirement planning, investment management, tax planning, and estate planning needs.
• Investment Management: The firm offers investment management services that align with clients' financial goals and risk preferences. They employ a disciplined, academically-based investment approach to manage portfolios efficiently and effectively.
• Retirement Planning: Kruger Wealth Management specializes in helping clients navigate the complexities of retirement planning. They provide guidance on retirement savings, income strategies, and pension plans to ensure a comfortable retirement lifestyle.
• Tax Planning: The firm's experts work closely with clients to develop tax-efficient investment strategies and help minimize their tax liabilities. They also provide guidance on tax-saving investment vehicles and strategies.
• Estate Planning: Kruger Wealth Management assists clients in creating and implementing estate plans that protect their assets and provide for the distribution of wealth according to their wishes. Their team collaborates with estate planning attorneys to ensure comprehensive and effective strategies.

Location and Access

Kruger Wealth Management is conveniently located at 6018 Timberglade Cir, Bloomington, MN 55438, United States. Situated in the South Loop neighborhood, the business enjoys easy access to major roads such as I-494 and I-35W, making it easily accessible from nearby cities like Minneapolis and Richfield.

For public transportation, the firm is served by the Bloomington Jefferson Park & Ride, which is approximately a 5-minute drive away. Several bus routes also stop nearby. Additionally, the Minneapolis-Saint Paul International Airport is around a 20-minute drive from the firm's location.

Featured Characteristics

• Wheelchair Accessibility: Kruger Wealth Management is committed to ensuring all clients can access their services comfortably. The firm offers wheelchair-accessible parking, entrance, and toilet facilities.
• Appointments Recommended: To provide the best possible service, the firm encourages clients to schedule appointments in advance. This ensures that their experienced team can dedicate ample time to address each client's unique financial needs.

Practical Information

To contact Kruger Wealth Management, clients can call 952-820-8206 or visit their website at krugerwm.com. The firm's business hours are typically Monday through Friday, from 8:30 AM to 5:00 PM, but clients are encouraged to contact the firm directly for the most up-to-date information.

From the reviews, it is evident that clients appreciate the personalized service and attention they receive from Kruger Wealth Management. One customer praised the firm, 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.' This testimonial highlights the firm's commitment to keeping clients informed and involved in their financial planning process.

Customer Reviews

Kruger Wealth Management has an impressive average rating of 5/5 on Google My Business, with a total of 1 review. This exceptional rating reflects the firm's dedication to providing high-quality, personalized financial planning services.

Why Choose Kruger Wealth Management

When it comes to choosing a financial planning firm, clients can feel confident selecting Kruger Wealth Management. With a focus on personalized service, comprehensive planning, and a commitment to keeping clients informed, the firm has established itself as a trusted partner in the Bloomington community and beyond. Their experienced team of financial advisors works diligently to help clients achieve their financial goals and secure their long-term financial well-being.

👍 Reviews of Kruger Wealth Management

PATRICE F.

5/5

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.