Exciting News...

Berthel Fisher & Company Financial Services, Inc. recently held its Annual Convention in Marion, Iowa. Tom Biesheuvel was given the 2006 Presidents Council Award. The award is given to the top 5 producers at Berthel Fisher.

Tax Deferred Real Estate Options Seminar

The Wealth Management and Investment Practice will be holding a luncheon seminar on innovative ways to use proven methodologies to help with investment options and defer taxes on the sales of highly appreciated property.

Date: To Be Announced
Time: To Be Announced
Location: Salute’s Restaurant

Please call 510-235-1044 if you are interested in attending.

InConcert Financial Group (a Biesheuvel Scarpa company) offers a series of seminars for our Bay Area small business clients. Our expertise features a comprehensive range of economic management strategies, including Financial Planning, Wealth Management, Business Consulting, Accounting, and Tax Services. Our FORTE Newsletter offers direct, concrete advice to maximize your investments and business potential.