The Bettendorf Financial Group is not only committed to your financial success and future, they are also committed to the success of Downtown Bettendorf. The Downtown Bettendorf Organization is pleased to recognize The Bettendorf Financial Group as our Business Spotlight. Stop in to Bettendorf Financial Group to schedule an appointment with one of their financial advisors.
Bettendorf Financial Group
Like many other financial service firms, the advisors at Bettendorf Financial Group (BFG) offers financial planning, investment advice, retirement planning, life and disability insurance, annuities, and social security strategy advice. Unlike many others, the advisors at BFG do not offer one-size fits all type of advice. The advisors will work with you, their client on an individualized, case-by-case, basis. The advisors at BFG want to get to know you, your interests, your financial goals, both long-term and short, your worries, as well as your unique family circumstances. The advisors feel it is very important to know you, in order to make the most suitable recommendations to help meet your needs as well as make you feel comfortable with the decisions we make together.
Based upon your needs, financial situation, and what you feel comfortable with, the advisors at BFG can work with you on either a transactional basis, meaning they are paid commissions based on the investments that you make, or they can work with you on an advisory basis, meaning they are paid based on a percent of assets. Also, when they are working with you on an advisory basis, they are serving as fiduciaries, which means, they are legally and ethically required to work in your best interests. Either way, it is Bettendorf Financial Group’s policy to always put their client’s best interest before their own, as evidenced by their exemplary compliance record.
Also, the advisors at BFG have relationships with many area professionals when additional needs are discovered, such as trust planning, tax preparation, or other advanced planning needs. They recognize their limitations and prefer to offer referrals to other qualified financial professionals when the need arises. And rest assured their only compensation for any referrals is your satisfaction.
The advisors at Bettendorf Financial Group look forward to working with you!
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bettendorf Financial Group & Cambridge are not affiliated.