Initial Meeting

The Financialoscopy® explores your financial life thoroughly.

Let's be clear on what we don't do at Bertrang Financial. We don't produce stacks of slick sales material of impractical and confusing reports that may look really impressive; but go unused, collecting dust.

If you want that kind of stuff, we're not for you.

Mark Bertrang, Financial Advisor, LaCrosse Onalaska, WI 54601, 54650

This is what you can expect during a 'free' initial meeting to learn about the Financialoscopy®

  • We will ask questions and you will ask questions.
  • We will have a discussion about your life to find out where you are, right now.
  • We will determine together, whether our values, ethics and morals are aligned.
  • We will have a conversation about money, work and play.
  • We will discuss cost.
  • Then by the end of our meeting, you will decide whether to work with us and likewise, we will decide whether to work with you. Together, we will agree on a partnership.

If you are ready to consider becoming a Financialoscopy® client of Bertrang Financial, begin by completing the client application below - It's that simple.

Client Application

Let's prepare for your free initial visit.

If you prefer, you may print this page to fax or mail to Bertrang Financial.
Our office will contact you soon to schedule your free initial visit.

Bertrang Financial Corp. | 1401 Main Street, Suite #101, Onalaska, WI 54650-2837 | Phone: 608 782-5433 | Fax: 608 782-1329 | Sitemap
Securities offered through Brooklight Place Securities, Inc., 1901 Butterfield Road, Suite 220, Downers Grove, IL 60515. 888-976-0659 Member FINRA & SIPC. Investment Advisory Services offered through Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Brooklight Place Securities, Inc. and Interactive Financial Advisors, Inc. are not affiliated. © Bertrang Financial Corp. 2020
Check the background of this investment professional on FINRA BrokerCheck.