
Professional ServicesFinancial PlannerEstate PlanningFinancial AdvisingInsurance AgencyTax consultant
Schroeder Financial Services, LLC
Watertown, Wisconsin
Phone(920) 261-8126
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
| Sunday | Closed |
|---|---|
| Monday | 09:00am – 04:00pm |
| Tuesday | 09:00am – 04:00pm |
| Wednesday | 09:00am – 04:00pm |
| Thursday | 09:00am – 04:00pm |
| Friday | 09:00am – 04:00pm |
| Saturday | Closed |