PanFinancial Insurance Solutions - Service Areas

Founded by our principal, Gordon Berger, our group set its roots in 1985 and built our business on a foundation of integrity, due diligence, and innovation. We offer an extensive range of financial services. Our collective goal is to deliver comprehensive wealth care strategies to high net worth individuals or business owners, all under one roof.

PanFinancial Insurance Solutions has been using innovative, tax-efficient strategies to reduce our clients’ tax burden, build a financial foundation for the future and generate more wealth for them.

As the Best Investment and Wealth Management Firm, we have the essential resources and financial expertise to implement investment strategies so you can reach your financial goals.

We work closely with clients and their professionals to provide unique and creative solutions in the areas of Wealth Maximization, Tax Reduction Strategies, and Estate Planning.

Our Investment Advisors serve clients across: