Financial Advisors
Colorado Springs, CO
Concerto Financial Partners is a Colorado Springs-based financial advisory firm founded on over 20 years of experience in financial planning and investment strategy. Led by advisors Rebekah Von Berg and Greg Von Berg, they offer comprehensive services including investment management, retirement planning, tax planning, divorce financial planning, insurance review, and estate planning coordination. Their approach emphasizes understanding each client's unique circumstances and values, with a commitment to personalized strategy, prompt communication, and ongoing portfolio monitoring through life transitions.
Ideal for: Families navigating retirement planning, individuals going through divorce, high-net-worth clients seeking comprehensive wealth management, business owners planning for succession
Service area: Colorado Springs, Colorado and surrounding areas
Over 20 Years of Local Experience: Founded by advisors with decades of experience in financial planning and investment strategy, bringing deep local knowledge combined with national resources to Colorado Springs clients.
Comprehensive Life-Stage Planning: Offers specialized guidance for major life transitions including divorce financial planning, retirement transitions, estate coordination, and tax-efficient strategies tailored to individual circumstances.
Holistic, Coordinated Approach: Integrates investment strategy, tax planning, insurance review, and estate planning while actively coordinating with clients' tax and legal professionals for a unified financial strategy.
Address: 4783 Farmingdale Dr Suite 245, Colorado Springs, CO 80918
Phone: (719) 638-3451
Website: concertofinancial.com
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