Bertram Financial Advisor Services
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
229 High St, Mineral Point, Wisconsin, 5...Phone Number
(608) 987-1511Website
www.bertramfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Bertram Financial Advisor Services
Bertram Financial is an independent financial services firm based in Wisconsin that specializes in retirement planning and financial advice, aiming to provide clients with clarity, assurance, and peace of mind. The company’s proprietary 'Dream Retirement Process' empowers clients to align their financial strategies with personal values and lifestyle goals. Led by the mother-daughter team of Bev and Michelle Bertram, they are recognized authorities in their field and cater primarily to individuals and families in the Midwest. Their services include investment advice, insurance products, estate preservation, and tax planning to support clients in achieving financial security during retirement.Explore more
Bertram Financial Advisor Services Org Chart
BB
Co-Founder & Licensed Insurance Professional ...
BB
Advisor
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Bertram Financial Advisor Services financials insights
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2021
Debt
$12K
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Bertram Financial is an independent financial services firm based in Wisconsin that specializes in retirement planning and financial advice, aiming to provide clients with clarity, assurance, and peace of mind. The company’s proprietary 'Dream Retirement Process' empowers clients to align their financial strategies with personal values and lifestyl... Read More
