Bertram Financial - Mineral Point, Wisconsin

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Introduction to Bertram Financial

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For individuals and families seeking comprehensive and personalized financial guidance, Bertram Financial presents a compelling solution. Located at Address: 229 High St, Mineral Point, WI 53565, and readily accessible at Phone: 89871511, Bertram Financial offers a suite of services designed to help clients navigate the complexities of financial planning and investment management. Their website, Website: bertramfinancial.com, serves as a valuable resource for exploring their offerings and scheduling consultations.

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Specialties and Services Offered

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Bertram Financial operates as a multifaceted organization specializing in several key areas of financial services. Primarily, they function as a Financial Planner, assisting clients in developing strategic plans to achieve their long-term financial goals. As a Financial Consultant, they provide expert advice and guidance on a wide range of financial matters, including retirement planning, investment strategies, and estate planning. Furthermore, Bertram Financial operates as an Investment Company, managing investment portfolios for their clients. Their Investment Service encompasses a diverse array of investment options, catering to varying risk tolerances and financial objectives. The firm's approach emphasizes a client-centric model, tailoring solutions to individual needs and circumstances. They prioritize building strong, trusting relationships with their clients, fostering open communication and transparency throughout the planning process.

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Key Features and Accessibility

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Bertram Financial distinguishes itself through several notable features. They offer Online Appointments, providing convenient access to their services for clients who prefer virtual consultations. The facility is Wheelchair Accessible, ensuring that everyone can comfortably access the office, including a Wheelchair Accessible Entrance and a Wheelchair Accessible Parking Lot. Restroom facilities, including a Restroom, are also available. Appointments are generally recommended to ensure dedicated attention and personalized service, allowing for a thorough assessment of each client’s financial situation and goals. The firm’s commitment to accessibility underscores their dedication to serving a broad range of clients.

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Client Feedback and Reputation

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Based on available information, Bertram Financial consistently receives positive feedback from its clients. Google My Business reviews indicate an average rating of 5/5, reflecting a high level of satisfaction. Clients frequently commend the team’s expertise, professionalism, and dedication to helping them achieve their financial aspirations. One recurring theme in the reviews highlights the firm’s meticulous approach to retirement planning, utilizing a proven process to create ‘Dream Retirement’ scenarios. Specifically, one client described a collaborative experience with Michelle, noting her caring nature and commitment to client success. The firm's dedication to understanding individual needs and crafting tailored solutions appears to be a significant factor in its positive reputation. It's clear that Bertram Financial prioritizes building long-term relationships based on trust and mutual respect.

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Further Information and Contact Details

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To learn more about Bertram Financial and explore how their services can benefit you, we encourage you to visit their website at bertramfinancial.com. You can also contact them directly at Phone: 89871511. Their physical address is Address: 229 High St, Mineral Point, WI 53565. The firm is committed to providing accessible and convenient service to all clients. Their team of experienced professionals is ready to assist you in achieving your financial goals, whether it’s planning for retirement, managing investments, or developing a comprehensive financial strategy.

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"summary": "Bertram Financial is a reputable financial planning firm located in Mineral Point, Wisconsin, offering personalized services including financial planning, investment management, and expert consultation, consistently receiving high client satisfaction ratings.",
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👍 Reviews of Bertram Financial