Sammons Securities

 

BRIEF BIOGRAPHY OF BERTRAND’S FINANCIAL SERVICES
 
            We are a family owned and operated business whose primary functions include: estate protection services via life insurance and other investment tools including mutual funds and stocks/bonds investing, pension plans including 401Ks, 529 educational plans, SIMPLEs, SEPs, personal and company investment counseling for various fields, focusing on: farmers, manufacturers, doctors, lawyers, engineers, teachers, and accountants.  We also offer individual and group health insurance, individual and group subsidiary services (dental, life, catastrophic, disability, etc.)
 
            Bob, Dana, and Brock Bertrand manage the dissemination of various quotations from a number of carefully selected companies. Bob and Brock work personally with their own clients in the life insurance and investment fields, and Dana works primarily with health insurance clients. Our quotations are requested from companies based upon the client’s needs. We do not have captive contracts with any company, enabling us to serve the client first…with whichever company has the best product design for them.
 
            Our background has included being teachers and administrators back in the early 1980’s; we have been in the investment field since then. We often tend to “teach” our proposals, ensuring the complete understanding of our clients and their employees. Brock joined our firm after graduating from the U of A with a degree in finance. He graduated from Heber Springs high school in 1997. Our service is a major extension of our business. 
 
            We have become associated with various CPA firms by offering our firm’s integrity, service, and commitment to their clients. Brock actually manages our Fayetteville office from one of those firms. We are proud to be serving the Heber Springs area and welcome any contacts from the area businesses for our services. We may be contacted at: 501-362-0033 locally or at 800-719-4825. Our office is on the lake on Silver Ridge peninsula at Drasco.
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