Schulfer & Associates, LLC

CONNECT

Address:

1417 Main Street
Stevens Point, WI 54481

Phone:

715.343.9600

SCHULFER & ASSOCIATES, LLC FINANCIAL PROFESSIONALS

715.343.9600
SchulferAndAssociates@LPL.com

Schulfer & Associates, LLC Financial Professionals is an independent firm specializing in personal investment management as well as comprehensive retirement and wealth planning. Independence means we do not work for a specific investment corporation, bank or insurance company therefore, we are able to provide you with independent, objective investment management and financial advice.

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That's where Schulfer & Associates, LLC Financial Professionals comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.