Welcome to Jeff Berg Financial, a full-service company focusing on Retirement Planning and Estate Conservation Strategies.


As a personal financial professional, I can:

  • Help you  clarify and define your goals

  • Recommend solutions that fit your needs

  • Deliver timely information

  • Explain how changing financial conditions  affect you

  • Discuss you financial progress

  • Help make investment planning easier

Please browse my website for a variety of articles, calculators, that I hope will answer your questions or stimulate your interest.

If you have any questions, please call me at 320-732-6425 or e-mail me at jeff.berg@ceterawealth.com. I will be happy to help. I look forward to talking with you.