Rebecca Berg, Financial Advisor

FINANCIAL ADVISOR
Rebecca A Berg

CFP®, AAMS™
144 N Washington Street, Suite A, Saint Croix Falls, WI 54024opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volleyball
  • Traveling
  • Real Estate
  • Personal Fitness

Team Members

  • Alissa Norlund
    Sr. Branch Office Administrator
  • Amber Warner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(715) 483-1103

Fax

(800) 769-8546

Office Address

144 N Washington Street
Suite A
Saint Croix Falls, WI 54024opens in a new window

Mailing address

P O Box 250
Saint Croix Falls, WI 54024

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