About Berthel

Berthel Fisher & Company, Inc., established in 1967, is a leading independent broker-dealer based in California. Specializing in investment and financial services, Berthel offers a diverse range of products including equities, fixed income securities, options, mutual funds, and insurance products to individual investors and institutions. The firm also provides retirement planning, estate planning, and wealth management solutions tailored to its clients' specific needs. With a strong commitment to personalized service, Berthel Fisher aims to help clients build, manage, and preserve their wealth for future generations.