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Schroeder Financial Services, LLC

(920) 261-8126 (920) 212-3144 104 W. Main St., Ste b, Watertown, WI 53094 M-F 9am-4pm, Sa-Su Closed Official site

Categories: Insurance, Financial Planning

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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.

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