James and Bernadette Krueger

400 Meridian Centre Blvd. Ste 315 Rochester, NY 14618

My Process

Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach to our insurance sales strategy. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

  • Analyze. Before I recommend any product or service, I ask questions and get a clear understanding of your financial goals and objectives. I then analyze your insurance portfolio to identify any gaps that may exist in your policies.
  • Recommend. I provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
  • Implement. If you’re satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help you strive for financial freedom.
  • Review. Because your financial situation is bound to change, I work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals.

I can help you with many of your financial needs. It is important to note that Financial Professionals are only able to provide certain services if they are licensed to do so in your state.


Contact Information:

400 Meridian Center Blvd. Suite 315
Rochester, NY 14618

Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Krueger Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated comapnies. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200. CRN202210-272916.


Bernadette Krueger, CA Insurance License #0I49477, State of Domicile NY

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