Jodi Berg's Colleagues at Boulay
Jodi Berg's Contact Details
952-893-9320
Shakopee, Minnesota
Boulay
Jodi Berg's Company Details
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to "help you get there."Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc.Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.