Bering Financial, LLC
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Service type
It’s free, with no obligation to book
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About
With over 50 years of experience, Patrick Smith founder of Bering Financial, helps clients turn retirement plans into tax-free income through expert Roth conversion strategies that minimize out-of-pocket taxes. Passionate about helping you create tax-free retirement income and a lasting family legacy—so you can enjoy more of what matters most.
Overview
Serves Southlake, TX
Background checked
License verified
2 employees
39 years in business
Business hours
SunClosedMon9:00 am - 5:00 pm
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Services offered
Service type
Work location
My customers travel to me
I work remotely (phone or internet)
Projects and media
3 photos
Projects and media
3 photos
Reviews
Customers rated this pro highly for value, professionalism, and work quality.
5.0
2 reviews
5
100%
4
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3
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2
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1
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Past Customer
3 days ago
From Google
Pat Smith is a very knowledgeable financial planner. Over these past 7 years he has provided invaluable investment information. Pat is honest, respectful and personable.
Steve J.
3 days ago
Pat has provided invaluable financial information. He’s honest and respectful
Credentials
License
License type: Investment Adviser Representative
License state: TX
License verified on 11/8/2025
Background Check
Thomas Smith