Bertrand Retirement Strategies

Headquartered in Oklahoma City, Oklahoma, Bertrand Retirement Strategies is one of the premier independent financial services in Oklahoma. The firm provides financial planning, investment advice and wealth management services to over 300 clients. The firm was founded by H. Bradley (Brad) Bertrand, who serves as President and Senior Financial Advisor. Since 1987, Brad Bertrand has been helping clients make prudent financial decisions for their retirement, focusing on safe investments that provide growth and lifetime income. He has hosted over one hundred educational workshops, and has spoken on numerous radio programs and at various public forums, discussing topics relating to retirement, investments, estate planning, asset protection and tax reduction.