Bering Financial, LLC
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Responds in about 3 hours
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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
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License verified
2 employees
40 years in business
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My customers travel to me
I travel to my customers
I work remotely (phone or internet)
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Projects and media
Reviews
Customers rated this pro highly for work quality, value, and professionalism.
Exceptional 5.0
6 reviews
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Past Customer
3 weeks ago
From Google
Patrick Smith with Bering Financial helped us with our overall insurance and retirement strategy which was our major focus in our later years. He is honest, extremely knowledgeable and easy to understand. My wife and I are extremely pleased with the results of their recommendations and have recommended Bering Financial to family and friends.
Past Customer
3 weeks ago
From Google
Helped my husband & I set up our insurance & Retirement Strategy. Patrick was extremely knowledgeable on all accounts. Most of all he was very Patient, & EASY to understand. He was always available to answer any questions we had. I would and have highly recommended Bering Financial to many of our friends and family.
Past Customer
Dec 15, 2025
From Google
The Wisdom of Bering Financial Helped Me Develop a Sound and Safe Retirement Plan:In 1978 I retired and after seeing many financial advisors presentations, I chose Bering Financial as my advisor. Bering Financial is headed by Patrick Smith who has decades experience in the financial industry and has established relationships with many financial firms. Using his recommendation I developed a safe and diversified selection of investments beyond the volatile stock market.Patrick helped me develop an approach where I was able to convert my Traditional IRA money to nontaxable Roth IRA. This is significant as my Roth investments will continue to provide nontaxable revenue in the future.In conclusion Bering Financial is a small trustworthy financial firm that offers a large selection of investments that met my retirement investment needs.~Bill C. / Arlington, Texas
Past Customer
Nov 7, 2025
From Google
My wife and I have been clients of Bering Financial since 2016, and it was the best move we made to secure our financial future! Principal Patrick Smith and his associates have been a true partner. They opened our eyes to a style of investing not typically found among the sea of choices. Because of Bering, we have employed Roth conversions as a significant part of our retirement strategy. We also have long-term care insurance and comprehensive insurance annuities. Finally, Bering specializes and offers varied alternative investment options again, not typically offered by traditional investment firms, that offer higher returns coupled with liquidity.Our net worth has increased dramatically since we came under their financial umbrella. I can recommend this firm to anyone without reservation.
Bering Financial, LLC's reply
Thank you, Stuart, it's been a pleasure working with you!
Past Customer
Nov 7, 2025
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.
Bering Financial, LLC's reply
Appreciate it, very much, Steve. It has been great working with you!
Credentials
License
License type: Investment Adviser Representative
License state: TX
License verified on 11/8/2025
Background Check
Thomas Smith