(515) 462-9500
Bridges Financial Home
Bridges Financial Home
  • Home
  • About 
    • Company History
    • Team
    • Services
  • Resource Center 
    • Retirement
    • Investment
    • Estate
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
    • Useful Links
  • Schedule an Appointment

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Contact

Office: (515) 462-9500

Fax: (515) 462-9121

56 East Court Avenue

Winterset, IA 50273

info@bridgesfa.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Bridges Financial, Inc, Bridges Insurance Group, Laura Barnes, CPA, BFCFS, and BFC Planning, Inc. are not affiliated entities. *Bridges Financial, Inc, Bridges Insurance Group, BFCFS and BFC Planning, Inc. do not offer tax advice. Laura Barnes, CPA offers tax advice.