At Scheffel Financial Services, Inc., we work hard to offer our clients impeccable service and a number of benefits, including:
As an independent firm, we are committed to providing honest guidance. Without any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client’s individual needs and goals. Our team of advisors are supported by independent broker-dealer LPL Financial. LPL Financial does not offer any proprietary products, meaning we can choose objective investment strategies and products from a wide range of providers.
We view our clients as family, not a number. We want to build long-lasting relationships with them and offer strategies that are customized to their needs, as opposed to selling them products they may not need.
We believe our team approach can help clients navigate through a complex financial services world. We work together, as we believe a collaborative approach can yield greater results.
Our team has a diverse range of experiences, specialties, and education in the financial services world. Our team includes a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter®, a Certified Public Accountant, and an Accredited Asset Management Specialist. Our specialized credentials provide us with thorough knowledge in financial planning, insurance, accounting, and asset management.