Rich Berkley | Financial Advisor
Main:
(952) 277-4291
Fax: (855) 472-0574
Fax: (855) 472-0574
11100 Wayzata Blvd., Suite 405, Minnetonka, Minnesota, 55305
Business hours
Monday | 8:00am to 5:00pm |
Tuesday | 8:00am to 5:00pm |
Wednesday | 8:00am to 5:00pm |
Thursday | 8:00am to 5:00pm |
Friday | 8:00am to 5:00pm |
Saturday | Closed |
Sunday | Closed |
About us
I collaborate with clients in long term planning to ensure my clients achieve their goals. I give clients peace of mind by making customized strategies that fit right with their lifestyle. Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients.
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Tags | Financial Planning, Insurance Planning, Investment Planning, Retirement Planning, Education Planning |
Products | Annuity Products, Business and Executive Benefits, Life & Long Term Care Insurance, Roth IRA's & Traditional IRA's, Mutual Funds |