Skip to content

optimize your retirement income

(330) 758-8102
Schedule Appointment

Menu

Home
Meet Our Team
- Why Us
- Giving Back
Services
Events and Workshops
- Client Events
Media
Contact us

larone

It seems we can’t find what you’re looking for. Perhaps searching can help.

Search for:

Search for:

Recent Comments

Archives

Categories

No categories

Meta

Log in
Entries feed
Comments feed
WordPress.org

your Single Point of Contact for financial planning

We offer one of a kind services, with personalized attention to each client.

complimentary consultation

You have questions. We have answers.

Navigation

Menu

Home
Meet Our Team
- Why Us
- Giving Back
Services
Events and Workshops
- Client Events
Media
Contact us

Contact

TBernat@berthelrep.com
(330) 758-8102
Toll Free: (866) 758-3102
(330) 758-8207

Locate

833 Boardman-Canfield Road
Suite 101
Boardman, OH 44512

Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800.MEDICARE to get information on all your options.

Registered Representatives of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. American Financial Services, American Financial Tax Services, American Financial Home and Auto Insurance, BFCFS and BFC Planning, Inc. are independent entities. There can be no assurance that any specific investment strategy will be profitable. Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals in states where we are currently registered. We are licensed to sell insurance products in the following states, Colorado, Florida, Ohio, Pennsylvania. We are registered to sell securities in the following states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Massachusetts, Mississippi, Missouri, North Carolina, New York, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, Ohio, and Pennsylvania.

Form CRS & Privacy Policy

X

X

Terms and Conditions - Privacy Policy