Schedule a Meeting

Toledo Office

3454 Oak Alley Court

Suite 108

Toledo, OH 43606

Home
About
Services
Blog
Resource Center
Tools
- Glossary
- Tax Resources
Contact
- Schedule a meeting

Schedule a Meeting

Contact

Toledo Office

3454 Oak Alley Court Suite 108

Toledo, OH 43606

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 800.435.2436

3454 Oak Alley Court

Suite 108

Toledo, OH 43606

speluso@berthelrep.com

Quick Links

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

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 2021 FMG Suite.

Registered Representatives of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Legacy Financial Partners, BFCFS, and BFC Planning, Inc. are independent entities. Privacy policy and additional disclosures are available at https://www.berthel.com/disclosures/ .

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.

Investment products and services available only to residents of: FL, GA, IN, MD, MI, OH

Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.