Bertram Financial
229 High Street, Mineral Point, WI 53565
Hours open
Monday:
9:00 AM - ?
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
229 High St, Mineral Point, WI 53565, United States
About the Business
Bertram Financial is a finance institution located at 229 High Street in Mineral Point, Wisconsin, United States. We offer financial guidance tailored to help midwesterners navigate retirement with ease. Our team of experienced advisors is dedicated to providing clarity and confidence to our clients, helping them make the right decisions for their future.
Through our proprietary Dream Retirement Process, we focus on helping clients achieve simplicity and confidence during their retirement years by aligning their financial goals with their personal values and dreams. Bev and Michelle, the dynamic mother-daughter financial advisor team at Bertram Financial, are award-winning advisors and authors who have been featured in national media for their insights on retirement planning.
At Bertram Financial, we offer a variety of investment and insurance products to custom suit the needs and objectives of our clients. Our goal is to help individuals create retirement strategies that provide financial security and peace of mind. We are an independent financial services firm, offering insurance services through Bertram Financial Group LLC and Michelle E. Bertram LLC, and investment advice through Bertram Financial Advisor Services LLC.
Please note that investing involves risk, and no investment strategy can guarantee a profit or protect against loss. We encourage you to visit our website for more information on our registration status, business operations, services, and fees. Additionally, we provide resources for informational purposes only and recommend consulting with a financial advisor before making any decisions based on the information shared on our social media sites.
Reviews
"It's been a pleasure to work with Michelle over the last several months. Not only is she a good and caring person, but she takes pride in helping clients achieve their retirement goals. They have a proven process that is tailored to the client's needs and produces a "Dream Retirement" outcome. The book they wrote about this is really great too."
"Michelle and Beverly are amazing to work with. They don't just recommend products before they get to know what you want and are hoping to achieve in your retirement. And after getting to know what you hope to achieve in retirement they present a plan that would help get you there. They truly listen and provide the service you deserve!"
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