Compatibility Assessment

Wouldn’t it be great to know before meeting with an advisor what the chances would be for a successful client/advisor relationship? This tool is like obtaining an online dating compatibility score, only it measures the compatibility for a potential client/advisor relationship with our firm. This assessment tool helps to access the probability of your compatibility with our firm, so you can feel more comfortable in deciding whether to move ahead with a free initial visit. Begin here to take the two minute private assessment.

I am:

Do you have Any Children less than 13 years old?

Do you have Any Children aged 13-25?

Do you have Any Children Older than 25?

Do you prefer?

I pay off my credit cards:

I am looking for an advisor who will help to:

I was referred to your office by a friend/co-worker:

I am:

When thinking of tackling my financial life, I have the energy of:

Do you belong to a faith community?

To get the results of your survey please enter your name and email below and click submit


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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. 2018
Check the background of this investment professional on FINRA BrokerCheck.