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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 Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • College Planning Strategies
  • Money Management

Insurance

  • Life Insurance 
    • Term Life 
    • Universal Life
    • Whole Life
  • Long-Term Care Insurance