Schulfer & Associates, llc Wealth Management - Stevens Point, Wisconsin

Introduction to Schulfer & Associates, LLC Wealth Management

Schulfer & Associates, LLC Wealth Management stands as a dedicated financial services provider situated in Stevens Point, Wisconsin. The firm is committed to delivering comprehensive and personalized financial planning solutions to individuals and families seeking to achieve their long-term financial goals. Located at 1417 Main St, Stevens Point, WI 54481, United States, Schulfer & Associates operates with a focus on building enduring client relationships based on trust, transparency, and a deep understanding of each client’s unique circumstances.

Phone: 7153439600

Website: schulferandassociates.com

Specialties and Services Offered

Schulfer & Associates, LLC provides a wide spectrum of investment services tailored to meet diverse needs. Their core offerings include:

• Financial Consulting: They provide expert advice on a range of financial matters, helping clients navigate complex decisions regarding investments, retirement planning, and estate planning.
• Financial Planning: The firm specializes in developing customized financial plans that align with clients’ short-term and long-term objectives. This includes budgeting, debt management, savings strategies, and goal setting.
• Investment Services: As a registered stock broker, Schulfer & Associates helps clients build and manage diversified investment portfolios designed to maximize returns while mitigating risk.
• Life Insurance Agency: They offer a selection of life insurance products designed to provide financial protection for families in the event of an untimely loss.

Location and Accessibility

Schulfer & Associates, LLC’s physical location at 1417 Main St, Stevens Point, WI 54481, facilitates convenient access for clients. The office is designed to be accessible and welcoming, catering to the needs of all individuals. Specifically, the facility offers:

• Wheelchair-Accessible Car Park: A designated parking area is available for patrons using wheelchairs.
• Wheelchair-Accessible Entrance: The main entrance is designed to accommodate wheelchair users.
• Wheelchair-Accessible Toilet: A fully accessible restroom is provided.
• Gender-Neutral Toilets: Additional facilities are available for diverse needs.
• Toilet: Standard restroom facilities are available.

On-site services are available to clients, ensuring a seamless and convenient experience. Furthermore, the firm offers online appointments for added flexibility, allowing clients to schedule consultations remotely. Language assistance is available to clients who prefer to communicate in a language other than English.

Client Feedback and Reputation

Currently, Schulfer & Associates, LLC has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed establishment. The average opinion is 0/5, suggesting an opportunity for the firm to actively cultivate positive client feedback and enhance its reputation. Building a strong online presence through testimonials and reviews is crucial for attracting new clients and demonstrating their commitment to client satisfaction. The firm recognizes the value of client feedback and is likely committed to addressing any concerns raised and continuously improving its services.

Additional Information

Appointments are required for all client meetings, ensuring that the firm can dedicate its full attention to each client’s needs. Appointments are also recommended to allow for a more thorough discussion of financial goals and strategies. Schulfer & Associates, LLC consistently strives to provide a professional and efficient service experience. They prioritize building long-term relationships with their clients, becoming trusted advisors in their financial journey. The firm’s commitment to financial consultant services extends beyond simple transactions; they aim to become a valuable resource for clients seeking sound financial guidance. Their experienced team is dedicated to delivering personalized solutions that align with each client’s distinct aspirations and risk tolerance. The firm’s philosophy revolves around proactive planning, regular portfolio reviews, and adapting strategies to reflect changes in the client’s life and the economic landscape. Schulfer & Associates, LLC is a firm focused on delivering results and prioritizing the financial well-being of its clients. They understand that financial planning is not a one-time event but an ongoing process, and they are committed to providing continuous support and guidance.