What Independence Looks Like.
After being with Berthel Fisher & Company Financial Services for only a year, Roger not only doubled his clientele and brought in more than $2.4 million, he arrested 48 criminals and "saved the day" at least twice for two little girls whose kittens were stuck in a tree.
The flexibility to run your business while living your life, whether you're a "superhero" or just plain, good old "you."
Leave the details to us.
- A comprehensive menu of non-proprietary investment products as well as specialization in a variety of alternative product offerings, including 1031/TIC Exchanges, Oil & Gas and REITS, to meet all your clients' individual needs.
- Award-winning service. We're talking phone calls answered in 8 seconds or less by a real person, not a machine.
- In-house compliance staff with quick turnaround.
"One of the things I enjoy about Berthel Fisher is the availability of non-traditional products and offerings and a culture of service and thinking 'outside the box.' This helps me spend less time worrying about the back end of my business and more time focusing on my clients."