Claudine Bertalan
Retirement Planning Division of Grossbard Financial Group
My role is to support the 401k advisors in our financial advisory firm. In the event a client requires immediate attention and cannot reach the advisor, I am the next point of contact. Through the years of maintaining long term client relationships, I have built a trust through consistent communication & service. I am called upon when there are troubleshooting issues and complex problems that require a timely resolution.