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Financial planner

Bertram Financial High St, Mineral Point

5
(2)
Apply Now
Phone:

+1 608-987-1511

Website:

https://www.bertramfinancial.com/

Address:

229 High St, Mineral Point, WI 53565, United States

Services:

Financial planning, Investment advising, Tax planning, Wealth management, Cashflow Management, Investment Positioning, Investment Strategy, Personalized Investment

    Bertram Financial Reviews

    5
    2 Reviews
    • J

      Jeremy Weber
      5

      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.

    • C

      Christina Weitzel
      5

      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!

    Personal Loans in Your Area of Mineral Point

    FAQs

    • 1. How Can I Get Connection With Bertram Financial?

      You can call them at this phone number +1 608-987-1511. You can also enter their official site and submit the loan request form online.
    • 3. What Services Can I Get From Bertram Financial?

      Bertram Financial offers you a long list of services which include: '
      • Financial planning
      • Investment advising
      • Tax planning
      • Wealth management
      • Cashflow Management
      ' You can secure a car title loan if you have a clear vehicle title under your name.
    • 5. Is Bertram Financial an Agency or a Lender?

      Bertram Financial is a Financial planner. To make your lending process hassle-free, we can link you to a large network of trusted lenders over the internet. You can get a fast personal loan as quick as 24 hours.
    • 2. What Is the Location Of Bertram Financial? How Can I Access This Store?

      Bertram Financial is situated at 229 High St, Mineral Point, WI 53565, United States. Please carefully check the map and find the best way to access it.
    • 4. How to Secure a Loan at Bertram Financial?

      To get starterd, you can enter their official site and submit the loan request form online. If you are looking for payday loans over the internet, you can turn to our website for more details.
    • 6. What Happens if I Fail to Pay Off My Loan?

      You may consult with your lender if you are struggling with the monthly payments. Different lenders have different policies of overdue payment. Please always read meticulously before signing any loan agreement.
    • 7. Does Bertram Financial Offer Bad Credit Loans?

      Yes, but if you want to boost your possibility of getting approved, we can help you out! Just visit our website to get installment loans online even with bad credit.