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Schroeder Financial Services, LLC

verified

Financial Planner in Watertown

closed
Today 09:00 AM - 04:00 PM

104 W. Main St. Watertown WI, 53094

(920) 261-8126

website

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.

Business Hours

Sundayclosed
Monday09:00 AM04:00 PM
Tuesday09:00 AM04:00 PM
Wednesday09:00 AM04:00 PM
Thursday09:00 AM04:00 PM
Friday09:00 AM04:00 PM
Saturdayclosed

Location & Map


Schroeder Financial Services, LLC
104 W. Main St.
Watertown, WI 53094
(920) 261-8126
Driving Directions
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