Preferred Services

Retirement looks beautiful when you are confident about your finances. Ask Rose Bertram. Locally, you have a wonderful resource an advisor ready to care for your retirement dream. Rose Bertram helps to remove the mystery from retirement planning by sharing more than a decade of knowledge and insight. She can provide you with an outstanding level of comprehensive financial care before, during and after your retirement transition, and assist you to understand your options. Learn how Rose is ready to ...Care for your dreams. Plan for your future. Collaborate with you in a relationship.

The Consumer Credit Counseling Service (CCCS) of Fond Du Lac, Wisconsin, is dedicated to guiding individuals on their path to financial wellness through education, personalized counseling, and specialized programs. With a commitment to helping clients learn financial skills, manage their money, and achieve their financial goals, CCCS offers tailored solutions for debt management and housing decisions. As a member of the National Foundation for Credit Counseling (NFCC), CCCS of Fond Du Lac aims to empower clients with the knowledge and tools necessary to improve their financial situations. By providing one-on-one support and resources, CCCS fosters increased savings, improved credit scores, and enhanced confidence in budgeting, ultimately preparing clients for unexpected expenses and long-term financial stability. Generated from the website

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.