Our Services


Jeff Berg Financial offers financial services and advice in the following key areas:

Investment planning, risk management, college funding, retirement planning, and estate conservation strategies.


Our services are designed to help you answer the following questions:


  • How can I get more from my investments?

  • How can I help reduce my exposure to risk?

  • How much money will I need to live comfortably in retirement?

  • Am I saving enough?

  • What options are available in saving for college?

  • How can I help reduce estate taxes and preserve more of my assets for my heirs?

  • Do I have the right amount of life insurance?


To Schedule a Meeting Please Call 320-732-6425, or Click Here to Send a Message