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Bertram Financial Group
- Financial Services
- Mineral Point, WI
About this business
Bertram Financial is located at 229 High St., Mineral Point, WI. This business specializes in Financial Planning.
Location details
229 High St, Mineral Point, WI, 53565, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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!
Frequently asked questions about Bertram Financial Group
How is Bertram Financial Group rated?
Bertram Financial Group has a 5 star rating with 4 reviews.
When is Bertram Financial Group open?
Bertram Financial Group is closed now. It will open tomorrow at 9:00 a.m.
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