Kruger Wealth Management - Bloomington, Minnesota
Address: 6018 Timberglade Cir, Bloomington, MN 55438, United States.
Phone: 9528208206.
Website: krugerwm.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Kruger Wealth Management
Introduction
Nestled in the heart of Bloomington, Minnesota, Kruger Wealth Management stands as a distinguished financial planning firm, dedicated to helping clients navigate the complexities of their financial journeys. With a commitment to personalized service and expert guidance, the team at Kruger Wealth Management has been steadfast in its mission to provide comprehensive financial planning and advice tailored to each client's unique needs and goals.
Main Services
- Comprehensive Financial Planning: Kruger Wealth Management offers a holistic approach to financial planning, taking into account clients' income, expenses, assets, liabilities, and long-term goals. This includes retirement planning, investment management, tax planning, and estate planning.
- Investment Management: The firm provides tailored investment strategies designed to grow clients' wealth and provide a comfortable retirement. They employ a disciplined, evidence-based approach, combining academic research with practical market insights.
- Retirement Planning: Kruger Wealth Management helps clients plan for a comfortable and secure retirement. Services include 401(k) rollovers, IRA management, and strategies to maximize retirement income.
- Tax Planning: The firm works closely with clients to minimize their tax liabilities and optimize their after-tax returns. They provide strategies for tax-efficient investing and coordinate with clients' tax professionals.
- Estate Planning: Kruger Wealth Management helps clients protect their assets and ensure a smooth transfer to their heirs. Services include will preparation, trust creation, and strategies to minimize estate taxes.
- Financial Coaching: Beyond financial planning, the firm offers ongoing support and education to help clients make informed financial decisions and maintain a healthy financial lifestyle.
Location and Access
Kruger Wealth Management is located at 6018 Timberglade Cir, Bloomington, MN 55438, United States. Situated in the heart of the city, the office is easily accessible from major highways such as I-494 and I-35W. Nearby landmarks include the Mall of America and the Minnesota Zoo. The nearest public transportation is the Bloomington Jefferson Park & Ride, served by Metro Transit buses.
For those driving, the office offers ample parking, including a wheelchair-accessible car park. The building is also equipped with a wheelchair-accessible entrance and a wheelchair-accessible toilet for clients with mobility impairments. Appointments are recommended to ensure a convenient and comfortable visit.
Featured Characteristics
- Experienced Team: Kruger Wealth Management is led by Lowell Kruger, a Certified Financial Planner (CFP) with over three decades of experience. The team comprises highly qualified professionals dedicated to providing exceptional service.
- Fiduciary Duty: As a fee-only financial planner, Kruger Wealth Management acts as a fiduciary, putting clients' interests first and providing transparent, unbiased advice.
- Personalized Service: The firm takes a client-centered approach, tailoring financial plans to each individual's unique circumstances and goals. They provide ongoing support and regular reviews to ensure plans stay on track.
- Community Involvement: Kruger Wealth Management is actively involved in the local community, supporting various charitable organizations and participating in local events.
Practical Information
- Phone: You can reach Kruger Wealth Management at 9528208206.
- Website: Visit krugerwm.com for more information about their services and to schedule a consultation.
- Business Hours: The office is open Monday through Friday, 8:30 AM to 5:00 PM. However, appointments may be scheduled outside of these hours by request.
Positive Aspects from Reviews
With an average rating of 5/5 on Google My Business, Kruger Wealth Management has received consistently positive reviews. Notably, Lowell has been praised for his professionalism, expertise, and commitment to client satisfaction. One client highlighted Lowell's excellent communication and his ability to keep clients updated every step of the way, reflecting the firm's dedication to personalized service and ongoing support.
👍 Reviews of Kruger Wealth Management
