BERGSTROM

The Bergstrom Group specializes in retirement and estate planning for higher-net worth individuals and focuses on generating income from your investment portfolios. We help you understand when you can retire and how much you will need for the lifestyle you desire. Our advisors provide guidance through a personalized financial plan and investment strategy designed to help you meet your personal and financial goals... The Bergstrom Group consists of nine professionals who have more than 150 years of experience in comprehensive wealth management services, specializing in retirement and estate planning. Our mission is to provide you with thoughtful, strategic financial advice and superior service that gives you confidence in your investments to create efficiencies in all areas of your financial plan. We are committed to earning your trust and building long-term relationships with you to help you achieve your personal and financial goals.

Also known as: Bergstrom Group, The Bergstrom Group

Primary location: Minneapolis United States