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