• ChamberMaster

BERTRAM FINANCIAL

  • FINANCIAL SERVICES
229 High St
Mineral Point, WI 53565
6089871511
  • About

    Bertram Financial’s DREAM is to serve individuals and families as well as companies and business owners in developing financial strategies that help them achieve their needs, goals, and desires. We are deeply rooted in the concept of excellence and personal service in the financial planning process. We believe in open and honest communication, creating a family environment and having fun with people who are likable, coachable and ethical.

  • Whom to Contact

    • Michelle Bertram
      Financial Advisor, Business Consultant
      229 High St
      Mineral Point, WI 53565
      Phone: 608-987-1511