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.
đ Location of Kruger Wealth Management
Kruger Wealth Management, nestled in the heart of Bloomington, Minnesota, is a distinguished financial planning firm dedicated to helping individuals and families navigate their financial journeys with confidence and clarity. Located at 6018 Timberglade Cir, Bloomington, MN 55438, this boutique-style practice offers personalized financial planning services tailored to meet the unique needs of each client.
Main Services
- Comprehensive Financial Planning: Kruger Wealth Management provides a holistic approach to financial planning, addressing all aspects of your financial life, including investments, retirement planning, tax planning, estate planning, and more.
- Investment Management: The firm offers customized investment strategies designed to help clients achieve their financial goals. They believe in a disciplined, long-term approach to investing, focused on preserving and growing clients' wealth.
- Retirement Planning: Kruger Wealth Management assists clients in planning for a comfortable retirement. They help clients determine their retirement needs, optimize their retirement income, and navigate retirement plan distributions.
- Estate Planning: The firm works with clients to develop effective estate plans that protect their assets, minimize estate taxes, and ensure a smooth transition of wealth to future generations.
- Tax Planning: Kruger Wealth Management helps clients minimize their tax liabilities through strategic tax planning. They work closely with clients' tax professionals to ensure all aspects of their financial plan are coordinated.
Location and Access
Kruger Wealth Management is situated in the quiet, residential neighborhood of Anderson Lakes in Bloomington. The area is known for its tree-lined streets, picturesque lakes, and serene atmosphere. The office is conveniently located off Highway 77, providing easy access to the rest of the Twin Cities. Nearby public transportation includes the Bloomington Ferry Bridge Station on the METRO Blue Line, about a 15-minute drive away.
The office is housed in a modern, single-story building with ample parking available on-site. The parking lot is wheelchair-accessible, and the entrance to the building is also wheelchair-friendly. The office itself is equipped with a wheelchair-accessible toilet.
Featured Characteristics
- Personalized Approach: Kruger Wealth Management prides itself on its personalized, client-centric approach. Each client works directly with Lowell Kruger, the firm's founder and principal advisor, ensuring a high level of service and consistent communication.
- Independent and Objective Advice: As an independent, fee-only advisor, Kruger Wealth Management is not tied to any particular investment products or services. This allows them to provide unbiased, objective advice tailored to each client's unique situation.
- Fiduciary Responsibility: As a fiduciary, Kruger Wealth Management is committed to acting in the best interest of its clients at all times. This commitment is reflected in every aspect of the firm's operations and client interactions.
Practical Information
| Address | 6018 Timberglade Cir, Bloomington, MN 55438, United States |
| Phone | 952-820-8206 |
| Website | krugerwm.com |
| Specialties | Financial planner |
| Other Points of Interest | Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended |
Customer Reviews
Kruger Wealth Management currently has 1 review on Google My Business, with an average rating of 5/5. Lowell Kruger, the firm's founder, is praised for his excellent communication and dedication to keeping clients informed throughout their financial journey. One client noted, 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.
This positive aspect highlights the firm's commitment to client communication and personalized service.
About Kruger Wealth Management
Kruger Wealth Management was founded by Lowell Kruger, a seasoned financial advisor with over two decades of experience in the industry. The firm is dedicated to providing comprehensive, personalized financial planning services to help clients achieve their financial goals and secure their financial futures. Their mission is to empower clients to make informed financial decisions through education, communication, and strategic planning.
đ Reviews of Kruger Wealth Management
