Berger Financial Group is a wealth management and accounting firm serving clients in Monticello, MN. The firm’s listed tax-focused services include accounting services, individual tax preparation, tax planning, and broader tax services, supported by CPA credentials noted in the source facts.

The firm’s public materials also describe related capabilities in financial and retirement planning, portfolio development and management, income tax planning and preparation, generational wealth planning, financially empowering women, socially responsible investing, and advisor succession planning. Services are available in person and remotely, and the profile facts list English as a language for client service.