Terance Bertrand

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies
• Asset protection

About

Terance Bertrand is a financial consultant based in Grand Blanc, Michigan, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to the unique goals and values of his clients. Terance employs a comprehensive discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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