Berger Financial Group
bergerfinancialgroup.com
As featured in
Claim pageClaim
Follow
Overview
News
Salaries
Products
People
Growth
Offices
Financials
Funding and backers
Backers
1
Investcorp
Momentum
15/100
in the news
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jul 29
Acquired Investcorp scoops up wealth management firm Berger Financial Group · PE Hub
Jan 26, 2022
Acquisition Berger Financial Group, Inc Buys Hartford Core Bond ETF, Apple Inc, Independence Realty Trust ... · YahooFinance
Oct 18, 2021
Acquisition Berger Financial Group, Inc. Acquires Dane Holdings, Inc. of Arizona · PRNewswire
Backed byfrom the funds' portfolios and accelerator catalogs
Investcorp Investors in similar startupsfunds that back the companies most like this one
Similar startupsby what they do, their industry and backers
Black Ore's Tax Autopilot automates tax preparation for CPA firms with 99% accuracy and 98% time savings. Trusted by 40% of Top 20 firms…
File your Income Tax Returns (ITR) for FY 2025-26 (AY 2026-27) online with Prosperr.io. Get maximum refunds, expert tax filing, free tax…
From client intake and tax preparation through e-filing, review, and delivery, Luca IQ helps your firm complete accurate returns without…
Corporate and personal tax preparation, R&D credits, & year-round tax advisory — backed by 30+ ex–Big Four accountants and a platform that…
True excellence in real estate investment management.
Powering Tax Experts. Fueling Firm Growth.. Smart Automation Built for Scaling Tax Firms.
News
Estate Planning Myths That Delay Wealth Transfer
Many wealth transfer delays do not start with complicated tax law. They start with assumptions that never get reviewed, documents that no longer match current wishes, or beneficiary forms people forgot existed. The right financial advice around estate pla
Read more
Report
Tax-Efficient Moves That Fortify Your Investment Portfolio
Strong investment returns can lose impact when taxes are ignored. The real measure is not only what your portfolio earns, but how much you keep after taxes, fees, and avoidable trading decisions. Tax-efficient investing uses tax planning, account selectio
Read more
Report
Should You Include Alternative Investments in Your Portfolio?
Alternative investments often get attention because they sound different from traditional stocks and bonds. Different does not automatically mean better, and a more complex investment is not always a better fit. Before adding alternatives, investors shoul
Read more
Report
RSUs vs. Stock Options: Which Equity Compensation Strategy Wins?
Receiving company stock can feel like a major wealth-building opportunity, but the rules are not always easy to understand. Restricted Stock Units (RSUs) and stock options may both be granted by an employer, but they work very differently. The best equity
Read more
Report
What to Do Before You Receive an Inheritance
An inheritance can be meaningful, complicated, and emotional at the same time. It may arrive during grief, family stress, or uncertainty, which can make financial decisions feel harder than they would in a normal season of life. The best time to plan is b
Read more
Report
5 Worst Financial Advice from Millionaires
Advice from millionaires often sounds simple because it comes from someone who "made it." The problem is that success stories often leave out the starting point, failed attempts, concentrated risks, cash flow, timing, and safety nets behind the result. Go
Read more
Report
Business Owner Tax Planning: Don't Miss These Key Deductions
Many small business owners focus on revenue, clients, payroll, and daily operations all year, then try to solve taxes after the year is already over. By that point, some planning options may be limited. Business owner tax planning works best when structur
Read more
Report
5 Common Mistakes Business Owners Make Without a Financial Advisor
Business owners spend most of their time serving customers, managing employees, solving problems, and keeping operations moving. Personal financial planning often gets pushed aside because the business always feels more urgent. A business can be profitabl
Read more
Report
Tax-Smart Withdrawals Through Coordinated Planning
As Enrolled Agents and financial advisors here at Berger Financial Group, we often tell retirees that how you withdraw money can matter just as much as how well you saved it. In a 55+ community like Sun City West, many residents rely on a mix of Social Se
Read more
Report
Barings Supports Investcorp in its Acquisition of Berger Financial Group
Barings Supports Investcorp in its Acquisition of Berger Financial Group
Read more
Report
Show more news