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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

Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.

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.