Schroeder Financial Services, LLC
Professional ServicesFinancial PlannerEstate PlanningFinancial AdvisingInsurance AgencyTax consultant

Schroeder Financial Services, LLC

Watertown, Wisconsin

Address104 W. Main St., Watertown, Wisconsin, 53094Get directions

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
Monday09:00am – 04:00pm
Tuesday09:00am – 04:00pm
Wednesday09:00am – 04:00pm
Thursday09:00am – 04:00pm
Friday09:00am – 04:00pm
SaturdayClosed

Connect