Berteotti Insurance and Financial Services, Inc. is an independent firm that is 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 unbiased 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.
