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Paul K
Series 65
Portland, ME
Berger Financial Group
Paul Klinges is a financial advisor at Berger Financial Group with a Series 65 designation and three years of industry experience. He has previously worked with Harvest Asset Group, LLC and spent four years at Charleston Sailing School. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering discretionary wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary long-term investment strategies developed by an Investment Committee and manages portfolios using a range of securities on a primarily discretionary basis with regular client reviews.
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