Kruger Wealth Management - Bloomington, Minnesota

Introduction

Nestled in the heart of Bloomington, Minnesota, Kruger Wealth Management stands as a beacon of financial expertise and personalized service. With a commitment to helping individuals and families navigate the complexities of wealth management, this boutique firm has been serving the Twin Cities area for many years. Led by Lowell Kruger, a seasoned financial planner, the company offers a comprehensive suite of services tailored to meet the unique needs and goals of each client.

Main Services

• Financial Planning: The cornerstone of Kruger Wealth Management's offerings, their financial planning services are meticulously designed to help clients achieve their financial objectives. This process involves a thorough analysis of one's current financial situation, setting clear goals, and implementing a strategic plan to reach those goals.
• Investment Management: With a focus on diversification and long-term growth, Kruger Wealth Management employs a disciplined, evidence-based approach to investment management. Their team works closely with clients to understand their risk tolerance and investment goals, ensuring a portfolio that aligns with their unique financial situation.
• Retirement Planning: Whether you're just starting your career or nearing retirement, Kruger Wealth Management can help you navigate the complexities of retirement planning. Their services include 401(k) and IRA rollovers, pension planning, and strategies for creating a steady income stream in retirement.
• Estate Planning: A well-crafted estate plan can protect your assets and ensure they're distributed according to your wishes. Kruger Wealth Management works with clients to develop estate plans that minimize taxes and provide peace of mind for both the client and their loved ones.
• Insurance Planning: Adequate insurance coverage is crucial for protecting your financial future. Kruger Wealth Management offers guidance on life, health, and disability insurance, helping clients identify gaps in their coverage and secure the policies they need.

Location and Access

Kruger Wealth Management is conveniently located at 6018 Timberglade Cir, Bloomington, MN 55438, United States. Situated in the heart of the Twin Cities, the firm is easily accessible from major highways, including Interstate 494 and Minnesota State Highway 77. The surrounding area offers a variety of dining and shopping options, making it an ideal location for both clients and visitors.

For those who prefer to travel by public transportation, the firm is just a short walk from the Bloomington Central Station, served by the METRO Blue and Green light rail lines. Additionally, several bus routes operated by Metro Transit stop nearby, providing convenient access to the area.

Parking is available on-site, with spots reserved for clients. The parking lot is wheelchair-accessible, as is the entrance to the building. Once inside, clients will find a wheelchair-accessible toilet, further demonstrating Kruger Wealth Management's commitment to accommodating all clientele.

Featured Characteristics

• Personalized Service: Kruger Wealth Management prides itself on providing personalized service to each and every client. Lowell Kruger and his team take the time to understand each client's unique financial situation and goals, tailoring their services to meet those specific needs.
• Transparent Communication: Open and honest communication is at the heart of Kruger Wealth Management's approach. They believe in keeping clients informed every step of the way, ensuring they understand their financial plan and the progress being made towards their goals.
• Fiduciary Responsibility: As a fiduciary, Kruger Wealth Management is committed to acting in the best interests of their clients at all times. This means they always put their clients' needs first, providing unbiased, objective advice and guidance.

Practical Information

• Business Hours: Kruger Wealth Management is typically open Monday through Friday, from 9:00 AM to 5:00 PM. However, they encourage clients to schedule appointments at a time that is most convenient for them, including evenings and weekends.
• Contact Information: You can reach Kruger Wealth Management by phone at 9528208206 or via their website at krugerwm.com. They also have an active presence on popular social media platforms, allowing clients and potential clients to stay connected and up-to-date on the latest financial news and trends.
• Appointments: While walk-ins are always welcome, Kruger Wealth Management encourages clients to schedule appointments in advance. This ensures they can dedicate the necessary time and attention to each client's unique financial situation.

Positive Aspects from Reviews

With an average rating of 5/5 on Google My Business, it's clear that Kruger Wealth Management has made a significant positive impact on the lives of their clients. One reviewer, Lowell, had this to say about their experience:

"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."

From this review, it's evident that Kruger Wealth Management excels in several key areas:

• Communication: Lowell praised Kruger Wealth Management for keeping him informed every step of the way, demonstrating the firm's commitment to transparent and open communication.
• Personalized Service: The use of Lowell's name suggests a level of personalization and attention to detail that sets Kruger Wealth Management apart from other financial planning firms.

These positive aspects align perfectly with the firm's commitment to providing personalized service and maintaining open lines of communication 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.