Sun City, AZ Office

Berger Financial Group serves individuals, high‑net‑worth families, trusts, estates, businesses, corporate executives and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement‑plan consulting and third‑party administration through its affiliate Quorom.

Investment recommendations are delivered primarily through proprietary, long‑term strategies developed by an Investment Committee that employs fundamental analysis; many accounts are managed on a discretionary basis with periodic client reviews (typically at least annually). Portfolios may include stocks, bonds, mutual funds, ETFs, options and allocation models, and implementation uses custodial and trading arrangements (for example, relationships with Charles Schwab and Trade‑PMR/First Clearing) and order aggregation practices.

Notable distinctions disclosed in the brochure include that certain associated persons are Certified Public Accountants who provide separate tax‑preparation and planning services, and that Berger Financial is a licensed insurance agency whose agents may receive commission compensation for product sales—each a potential source of conflicts of interest. The firm also discloses an affiliate pension consulting/record‑keeping business (Quorom) and a recent structural and ownership change—conversion to an LLC and indirect ownership by Investcorp North American Private Equity Parallel Fund II‑A, L.P., which holds more than 25%—all of which are addressed in its disclosures.