Broker Check

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