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Company Profile

Client Centered

The professionals at Berz Financial Partners provide comprehensive Insurance and Financial Services.  We offer Life Insurance Planning Services, Estate and Wealth Accumulation Planning, and a broad range of Employee Benefit Plans.

We build client relationships based on trust, competent professional advice, continual communication, and prompt personal service.  We assist our clients in setting financial goals, and we keep them informed of the process and of their achievement.

Our success has been based on this consistent relationship with our clients and our careful attention to their needs and objectives.  Our firm maintains access to the most advanced resources available in the insurance and financial services industry, which allows us to help maximize our service to clients.