Strengthening your future using customized solutions

Welcome to Berthel Financial Strategies

To Our Valued Berthel Financial Strategies Clients.

As the COVID-19 situation continues to evolve, our focus continues to be the safety and well-being of our staff and our clients.

We are still open for business, currently we are temporarily working remotely from home.  The same phone numbers you generally use to contact us are forwarding to us, and we continue to be able to operate at full capacity.

At this time, our main office is closed to appointments with the public.  For those interested, we are always available to have meetings by phone.  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 

Take care and stay healthy!


Thomas Berthel, Paige Swartzendruber, and Stephani Garrison

Berthel Financial Strategies

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]


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. Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc.  Member FINRA/SIPC.  Investment advisory services offered through BFC Planning.  Berthel Financial Strategies is independent of BFCFS and BFC Planning.

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