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Schroeder Financial Services, LLC
104 W. Main St. Watertown, Wisconsin, 53094Last time updated: 2/13/25, 12:18 PM
About
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.
Frequently Asked Questions
Which days is Schroeder Financial Services, LLC open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
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