Scheffel Financial Services, Inc.* offers independent and unbiased wealth management strategies and solutions to our clients. From stocks and bonds to alternative investments, we offer a comprehensive range of portfolio and asset management services. Our client and team approach enables us to be a key advisor related to financial services.
We work with our clients' other trusted professionals to support their estate planning, charitable giving, and tax planning activities. If you are having trouble locating a professional for a specific need, we also offer recommendations to those with whom we share a strategic alliance. This cooperative effort enables us to help our clients develop solutions to their issues and avoid costly mistakes. Our financial services include:
- Investment Management
- Portfolio Analysis
- Financial Planning
- Qualified Retirement Plans
- Estate Planning
- Insurance Analysis
- Life Insurance
- Long term care insurance
http://www.lpl.com/scheffel/StateRegistration.aspx?State=
*Securities & Adivsory Services offered through LPL Financial (Member FINRA/SIPC)
The representatives of LPL Financial Associated with Scheffel Financial Services, Inc. may transact or discuss securities business with residents of the following states: Arizona, Colorado, Florida, Indiana, Illinois, Missouri, Ohio, Texas, Virginia.
