Certificates
of Deposit (FDIC Insured)
Fixed
Annuities
MORE
401(k)
plans & 403(b)
Money Purchase
401(k) and 403(b) rollovers
IRA`s, Simple IRA`s, Roth IRA`s,
SEP-IRA`s
Uniform Gifts to Minors, Education
IRA`s
College Funding Programs, 529 Plans
Living Trust
Charitable Trusts
Irrevocable Life Insurance Trust
1031 Exchange Solutions
Our Principals and registered representatives
are licensed representatives of Berthel
Fisher & Company Financial Services
inc.; a full-service non-affiliated
registered broker dealer. Our Principals
and several of the other representatives
are also investment advisors offering
Investment Advisory Services through
Berthel Fisher & Company Financial
Services
As independent insurance agents our
representatives represent over 40
individual insurance companies allowing
them to provide you with a competitive
cost as well as alternative approaches
to fullfill your insurance and estate
planning needs.
PROVIDING
THE ALTERNATIVES FOR YOUR FUTURE
Contact
us at:
Tehachapi 661-822-8228 fax 822-8290
Click
here to contact Tom
Roseville 916-797-3422
fax 797-3426
Click
here to contact Ron