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Bertels Joseph CPA
Fort Wayne, United States (US) · Finance and Banking
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Complete · Accuracy
Last verified
May 2026
Overview
Bertels Joseph CPA is a leading investment banking firm located in Fort Wayne, Indiana, specializing in wealth management and financial advisory services for high-net-worth individuals and families.
We provide comprehensive investment banking solutions, including mergers and acquisitions advisory, private equity placement, and capital markets services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.
At Bertels Joseph CPA, we prioritize building long-term relationships based on trust and integrity. We focus on delivering tailored strategies and exceptional service to our clients, ensuring they receive the personalized attention they deserve. We are committed to navigating complex financial landscapes and providing strategic guidance to support our clients’ success.
Founded on a commitment to excellence, Bertels Joseph CPA has grown to serve a diverse clientele across Indiana and beyond. We pride ourselves on our deep industry knowledge and our ability to consistently deliver superior results.
We provide comprehensive investment banking solutions, including mergers and acquisitions advisory, private equity placement, and capital markets services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.
At Bertels Joseph CPA, we prioritize building long-term relationships based on trust and integrity. We focus on delivering tailored strategies and exceptional service to our clients, ensuring they receive the personalized attention they deserve. We are committed to navigating complex financial landscapes and providing strategic guidance to support our clients’ success.
Founded on a commitment to excellence, Bertels Joseph CPA has grown to serve a diverse clientele across Indiana and beyond. We pride ourselves on our deep industry knowledge and our ability to consistently deliver superior results.
Contact Details
info@kkwealth.com
Fort Wayne, United States (US)
Employees
10-20
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