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Our financial advice team


Richard Bertuola, Financial Advisor serving the McAdoo, PA area - Ameriprise Advisors

Richard Bertuola

Financial Advisor

Franchise Owner
Netznik, McCarty & Associates
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 4 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Domestic Partner Planning

Education

  • Bachelor of Science, Beaver College, Glenside, PA

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Community participation

Pennsylvania Freemasons - Member of the Carbon Lodge No. 242, Jim Thorpe, PA since 2006.

Interests

The things that I like and cherish the most focus on family, friends and ecological concerns. I love spending time with my partner Rosemary and our grandson Charles. We enjoy hiking, amusement parks, concerts and plays. Some of our favorite places are Knobles Grove, Ricketts Glen State Park, Appalachain Trail and Penn's Peak. Getting together with family and friends during the holidays and family reunions are highlights of the year. The sports I like are college wrestling and football. My musical interests are classic rock, epecially The Grateful Dead.