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Company Profile

Client Centered

The professionals at Berz Financial Partners provide comprehensive Insurance and Financial Services.  We offer Life and Health 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, monitoring these goals, and keeping them informed of the process and achievement of these goals.

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