burlington@berthelrep.com

Book an Appointment

Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Contact

Book an Appointment

Contact

Burlington Office

401 Jefferson Street

Burlington, IA 52601

Phone: 319-754-4782

Mon-Fri: 8:30 AM - 4:00 PM

Sat-Sun: By Appointment

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 319-754-4782

401 Jefferson Street

Burlington, IA 52601

burlington@berthelrep.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Berthel Fisher and Company Financial Services Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning Inc. Harvest Financial LLC, BFCFS and BFC Planning Inc. are independent entities. Important Disclosures and Privacy Policy

You may obtain a copy of the firms Regulation Best Interest Customer Relationship Summary by clicking the link https://www.berthel.com/disclosures

Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.