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- Bertram Financial St, High, Mineral Point
- Phone:
- +1 608-987-1511
- Website:
- https://www.bertramfinancial.com/
- Address:
- 229 High St, Mineral Point, WI 53565, United States
- Hours:
- Wednesday9AM–5PMCLOSE
Services
Financial planning
Investment advising
Tax planning
Wealth management
Cashflow Management
Investment Positioning
Investment Strategy
Personalized Investment
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Bertram Financial Reviews
5.0 stars based on 2 reviews
Featured Comments:
J
Jeremy Weber
5.0
It's been a pleasure to work with Michelle over the last several months. Not only is she a good and caring person, but she takes pride in helping clients achieve their retirement goals. They have a proven process that is tailored to the client's needs and produces a "Dream Retirement" outcome. The book they wrote about this is really great too.
C
Christina Weitzel
5.0
Michelle and Beverly are amazing to work with. They don't just recommend products before they get to know what you want and are hoping to achieve in your retirement. And after getting to know what you hope to achieve in retirement they present a plan that would help get you there. They truly listen and provide the service you deserve!
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Estimated Payment
$ null
- Total Principal Paid:$ 1,000.00
- Finance charge:$ 255.62
- APR: 311.00 %
Payment Breakdown
Map & Direction
Directions- Wednesday :9AM–5PM
- Thursday :9AM–5PM
- Friday :9AM–5PM
- Saturday :Closed
- Sunday :Closed
- Monday :9AM–5AM
- Tuesday :9AM–5PM
FAQs
1. How to Make Contact With Bertram Financial?
You may contact them by calling this phone number +1 608-987-1511. Completing their online form on their website can be helpful.3. What Services Does Bertram Financial Provide?
Bertram Financial also offers these loans:
Financial planningInvestment advisingTax planningWealth managementCashflow Management See more services from Bertram Financial.5. Is Bertram Financial an Agency or a Lender?
Bertram Financial is a Financial planner. However, WeLoans, as a lending broker, can assist you in connecting with more than 100+ lenders to get loans with no credit check.
2. Where Can You Find Bertram Financial? How Do I Find It?
Bertram Financial is at 229 High St, Mineral Point, WI 53565, United States. You may use the map to discover the fastest way to get there. You can find more similar loan stores here.4. How Can I Obtain a Loan at Bertram Financial?
You can submit an online application on their website. If you need a same day loan, you can visit WeLoans for further details.6. What Happens If I Cannot Pay Back My Loan?
You can talk with your lender if you think you might have difficulties making your payments on your loans. Your lender may either agree to a different due date or permit you to defer payments for several months.7. Is Bertram Financial Provide Bad Credit Loans Online?
Yes. But if you want to obtain loans with bad credit, WeLoans is a good option.