Kruger Wealth Management - Bloomington, Minnesota

Introduction to Kruger Wealth Management

Nestled in the heart of Bloomington, Minnesota, Kruger Wealth Management stands as a beacon of financial guidance and expertise. Situated at 6018 Timberglade Cir, this esteemed establishment has built a reputation for its comprehensive financial planning services and commitment to client satisfaction. Let's delve into the intricacies of Kruger Wealth Management, exploring its main services, location, unique features, and practical information, while also highlighting the positive aspects mentioned in client reviews.

Main Services

• Financial Planning: At the core of Kruger Wealth Management lies its commitment to holistic financial planning. Their expert team works closely with clients to understand their unique financial goals and develop tailored strategies to achieve them. This includes retirement planning, investment management, tax planning, and estate planning.
• Retirement Planning: Whether you're just starting your career or nearing retirement, Kruger Wealth Management offers retirement planning services to help you navigate the complexities of saving, investing, and distributing your retirement income. They assist in creating a solid retirement plan that aligns with your lifestyle goals.
• Investment Management: Kruger Wealth Management provides personalized investment strategies designed to help grow and protect your wealth. Their team employs a disciplined, evidence-based approach to investing, aiming to maximize returns while managing risk.

Location and Access

Kruger Wealth Management is conveniently located in Bloomington, a bustling city in the Twin Cities metropolitan area of Minnesota. The office is situated at 6018 Timberglade Cir, just off Interstate 494 and near the intersection of Highways 62 and 169. The area offers a mix of residential and commercial developments, with numerous restaurants, shops, and recreational facilities nearby.

For those traveling by public transportation, the Bloomington Transit bus service operates several routes near the office. Alternatively, you can find ample parking space in the wheelchair-accessible car park adjacent to the building. The office itself is also wheelchair-accessible, with a dedicated entrance and toilet facilities designed for individuals with disabilities.

Featured Characteristics

• Expert Team: Kruger Wealth Management boasts a team of experienced and certified financial advisors who bring a wealth of knowledge and expertise to the table. Their collective goal is to provide clients with the highest level of service and support throughout their financial journey.
• Client-Centric Approach: At Kruger Wealth Management, clients are at the heart of everything they do. They take the time to understand each client's unique needs, goals, and concerns, tailoring their services to deliver personalized, effective solutions.
• Transparent Communication: The team at Kruger Wealth Management values open and honest communication. They strive to keep clients informed and involved in the decision-making process, ensuring that everyone is on the same page and working towards the same financial objectives.

Practical Information

• Address: 6018 Timberglade Cir, Bloomington, MN 55438, United States
• Phone: 9528208206
• Website: krugerwm.com
• Specialties: Financial planning
• Other points of interest:
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended
• Opinions: Kruger Wealth Management has 1 review on Google My Business.
• Average opinion: 5/5

Positive Aspects from Reviews

Kruger Wealth Management's sole review on Google My Business praises the company's financial advisor, Lowell. The client highlights several positive aspects of their experience:

• Lowell has been excellent to work with, demonstrating his professionalism and dedication to client satisfaction.
• He has maintained constant communication with the client, keeping them informed and involved throughout their financial journey.
• Lowell has updating the client on every step of their financial progress, showcasing his commitment to transparent and proactive communication.

These reviews underscore Kruger Wealth Management's commitment to providing exceptional service and building strong, trusting relationships with their clients.

👍 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.