At Berteotti Insurance and Financial Services, Inc., we teach our clients financial basics before decisions are made. Our client’s best interests and future goals are first priority. Let us help design a unique financial plan that fits you.
SERVING YOUR FINANCIAL NEEDS SINCE 1973
As an independent firm we are able to serve our clients best interest with their investment, financial planning and insurance needs. Through our strategic alliance with LPL Financial – the industry’s largest independent broker/dealer* – we are able to offer objective advice and the ability to offer a broad spectrum of financial solutions. Our process coordinates the areas of investment, insurance, taxes, retirement and estate planning through a thorough analysis of each client’s personal circumstance.
*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.
Through our market experience, we'll make recommendations to help grow and preserve your assets.
Our advisors can guide you through a variety of life and health insurance solutions offered for both you and your family.
After a life of work, it’s time to enjoy what you worked so hard to achieve. No matter where you are, we’ll help you plan your future.
We’ll help you coordinate your investment and legacy goals to ensure the most tax efficient way to leave assets to your loved ones.
The organizations noted above are not affiliated with Berteotti Insurance and Financial Services, Inc., and LPL Financial. All trademark and company logos herein are owned by that respective company. This is not a solicitation to buy or use these products and services.