Broker Check

Our Services

At Cedar Valley Wealth Management, we provide expert assistance in the following areas:

Investment

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Income planning & Strategies
  • Tax Management
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Conservation
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Dental Insurance

We provide and offer the following services:

  • Financial planning
  • Investment management
  • Retirement income planning & strategies
  • Health & dental insurance
  • Long term care and disability insurance
  • Annuities
  • Estate conservation
  • Tax management


Berthel Fisher & Company Financial Services, Inc. (BFCFS) and its representatives do not provide tax or legal services. Please consult the appropriate professional regarding your particular situation.