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.
Welcome to Berteotti Insurance and Financial Services, Inc.
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.
Financial Planning & Investment Services
Through our market experience, we'll make recommendations to help grow and preserve your assets.
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.