We take financial samples and perform lab-work to diagnose, discuss & prescribe, so you can live without fear or pain. We engage your financial providers to work as a team to support the healthiest financial outcome, reducing anxiety and charting a path for a long and enduring life. Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC.
Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. Check the background of this investment professional on FINRA BrokerCheck.
Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. Check the background of this investment professional on FINRA BrokerCheck.
Services
As the creator of the Financialoscopy(R) and The Personal Financial Advantage(R), Mark possesses an ability to simplify complicated concepts to help clients understand the various ways to move toward their financial objectives. Mark received his ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) professional designations through The American College, Bryn Mawr, Pennsylvania.
I bring a unique perspective of life's experiences, when I meet with each client. I remember the excitement of our first home, bringing our children home from the hospital, and seeing them grow into adulthood. Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business.
Bertrang Financial Corp. has prepared the information contained in this Web site. No guarantee, representation or warranty, expressed or implied is made as to its accuracy, completeness or correctness. We do not represent or endorse the accuracy or reliability of any of the information or content contained on, distributed through, or linked, downloaded or accessed from any of the services contained on this Web site.
We see our purpose as advocates; looking out for the best interests of those we serve, especially when clients may not have a full understanding of what those best interests may be. The experience of time and seeing how family and economics play out, helps our team to project the future possible outcomes a client may never have anticipated themselves.
What is your current net worth (assets minus liabilities), excluding primary residence and automobiles? Is there anything else our office should know about your situation, before we get together? Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business.
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