Schroeder Financial Services, LLC
Financial Consulting Watertown
Call Today!
- Landline
- (920) 261-8126
- Fax
- (920) 212-3144
- greg@schroederfinancialservices.net
- schroederfinancialservices
- Website
- www.schroederfinancialservices.com
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.
Keywords Wealth Management, Estate Planning, Financial Planning, Retirement Planning, Investing.
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Financial Consulting(920)261-8126 (920)-261-8126 +19202618126
Map 104 W. Main St.
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