Name: Schroeder Financial Services, LLC
Address: 104 W. Main St. Ste b, Watertown, WI, 53094, US
Telephone: (920) 261-8126

General Description

Schroeder Financial Service, LLC opened on October 7, 2013 when Greg Schroeder , CFP, and his longtime associate, Melody Gressick, left a large-bank broker-dealer with the hope of establishing a firm that was dedicated to providing expanded capabilities and small-town customer service. Schroeder Financial Services (SFS) is committed to providing financial solutions to individuals and small-businesses through the financial planning process. We have a broad variety of financial products and services (all can be customized to meet your needs): Managed Accounts, Mutual funds, Individual Securities, Annuities, Insurance, Small Business Retirement Plans and College Savings Plans.

Products Carried

Wealth Management, Estate Planning, Financial Planning, Retirement Planning, Investing

Business Hours

Sunday	closed
Monday	09:00 AM	04:00 PM
Tuesday	09:00 AM	04:00 PM
Wednesday	09:00 AM	04:00 PM
Thursday	09:00 AM	04:00 PM
Friday	09:00 AM	04:00 PM
Saturday	closed

Location & Map

Schroeder Financial Services, LLC

104 W. Main St. Ste b
Watertown, WI 53094

(920) 261-8126

Driving Directions

Schroeder Financial Services, LLC

Financial Planner in Watertown

104 W. Main St. Ste b Watertown WI, 53094

(920) 261-8126

General Description

Products Carried

Business Hours

Location & Map

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