Todd Bertsch
Todd Bertsch
Financial Advisor
(844) 238-4228 Ext. 4139
500 10th Street
Port Huron, MI 48060
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a financial advisor located at Advia Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment, advisory and insurance products.

Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative and Investment Advisor Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Professional Designations…. Accredited Investment Fiduciary

In my spare time, I enjoy cooking and entertaining friends, reading and spending time in warm climates.  I also am starting to learn to play the guitar with hopes one day I can find an inner talent that has laid dormant for years.

Professional Services
  • Financial Planning
  • Trust Services
  • Financial and Insurance Planning
  • Estate Planning
  • Retirement Income Planning
  • Wealth Preservation
  • Wealth Management
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Investment Management for Seniors