Strengthening your future using customized solutions

Welcome to Berthel Financial Strategies

To Our Valued Berthel Financial Strategies Clients:

 

We have all experienced the impacts of the COVID-19 pandemic in our everyday lives this past year.  We are grateful that some parts of our lives are starting return to normal with precautions.  Our focus continues to be on the safety and well-being of our staff and our clients.

 

At this time, our main office is open to the public by appointment only, with meetings conducted in the large main entrance conference room.  We practice and adhere to all social distancing guidelines recommended by the CDC.  We are always available to have meetings by phone or video call.  Mail is continuing to be received at the main office address and processed by our operations teams. 

 

We will continue to closely monitor the ongoing situation, stay informed and follow the guidelines passed on by the Center for Disease Control and Prevention (CDC), local and U.S. government health agencies.  

 

For more information on COVID-19 and how you can protect yourself, we invite you to visit the Center for Disease Control and Prevention here.  

 

Continue to take care and stay healthy!

 

Sincerely, 

Thomas Berthel, Paige Swartzendruber, and Stephani Garrison

We are professional financial planners that tailor to your needs.  As client focused representatives, you come first.  Our management process is simple; we learn about your goals, develop an investment strategy, implement that strategy and work to maintain your vision with ongoing reviews. Our goal is to create an all-encompassing financial plan to help prepare you for the future.

Berthel Financial Strategies

4201 42nd St NE STE 100 | PO Box 11340

Cedar Rapids, IA 52410-1340 

p: 319-447-5700

tf: 800-356-5234 

e: [email protected]

 

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Neither the named Representatives nor Broker/Dealer gives tax or legal advice.  All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.  Please consult your Financial Representative for further information. 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, Berthel Financial Strategies, BFCFS, and BFC Planning, Inc. are independent entities.

 

There are risks involved with investing which may include market fluctuation and possible loss of principal value.  Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to acting on an investment decision.

Thomas J. Berthel is licensed in all 50 states.

Check the background of your financial professional on FINRA’s BrokerCheck.

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