Our Services
At Berteotti Insurance and Financial Services, Inc., we provide expert assistance in the following areas:
Investments
- Mutual Funds
- Traditional, Rollover, and Roth IRAs
- Annuities - (Fixed, Fixed-Index, Variable)
- Alternative Investments – Real Estate Investment Trusts, Business Development Corporations
- Retirement Plan Accounts – SEP, SIMPLE, 401(k), 403(b)
- 529 Plans
- Individual Stocks and Bonds
The above mentioned can be held in either:
- Brokerage Accounts
- Advisory Accounts
Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- College Planning
- Money Management
Insurance
- Life Insurance – Term, Universal Life, Whole Life
- Long-Term Care Insurance
- Disability Income Insurance
- Individual Health Insurance
- Medicare Supplements
- Medicare Advantage Plans
- Medicare Prescription Drug Plans
- Group Health Insurance Plans
- Travel Medical Insurance