Our Focus

We at Bertrand's Financial Services are interested in the ultimate financial welfare of all of our clients.  To that end, we help safeguard their estates by insuring their health, their lives, and their assets with a number of different insurance tools.  We have over 30 years of experience in the insurance and investment field.

 

Our focuses range from invidivual and group health insurance, individual and group life insurance, disability insurance, retirement planning, IRAs, SEPs, SIMPLES's, and various annuities and investment accounts.  We pride ourselves on the fact that we screen the companies we represent very carefully.