If you are looking for an Independent financial investment firm, you've come to the right place. We offer a number of financial services available for both businesses and individuals seeking to invest, manage assets, or plan for a financially rewarding future. It is our purpose to accurately assess your financial needs, then create and implement a plan of action customized to reach the goals you have set. 'Registered Representatives of and securities and investment advisory services offered through Berthel Fisher & Company Financial Services Inc. (BFCFS), Member FINRA/SIPC. Caudle Financial Group is independent of BFCFS. www.finra.org, www.sipc.org, www.berthel.com/disclosures'