Caudle Financial Group offers the following financial services:

 

 Investments:

     
     
  • Stocks
  • Traditional IRA
  • Educational IRA
  • Bonds
  • Roth IRA
  • 529 College Savings Plan
  • Mutual Funds
  • SEP IRA
  •  Fixed Annuities
  • Brokerage Accounts
  • Simple IRA
  •  Variable Annuities
 
 
 Life Insurance
 
 
 
 Financial Planning and Services:
     
     
  • Corporate/ Private Money Management
  • Estate Planning
  • Custodial Accounts
  • Retirement Plans
  • Real Estate Investment Trusts
  • College Planning
  • 401(k) Planning
  • 1031 Exchanges
  • 403(b) Planning
  • Money Purchasing Plans
  • Financial Planning
  • Tax Reinvestments
  • Profit Sharing Plans
  • Tax Planning
 

 

Caudle Financial Group
701 Kansas Ave.    Atchison, KS 66002
(913) 367-2700 (Local)
(800) 367-2703 (Toll Free)
(913) 367-3150 (FAX)
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Advisory services and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS).   
MEMBER FINRA/SIPC. 
Caudle Financial Group is independent of BFCFS.