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 by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. © Bertrang Financial Corp. 2024
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