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State DirectorySurface Financial LLC
Annuity General
Serving the Wausau area.
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Personal Finance from the Ground UP!
- HoursCLOSED NOW
- Regular Hours:
Mon - Sun - Categories
- Investments, Financial Planning Consultants, Life Insurance
- Payment Options
- Location
- We meet our clients at their location, by phone, or on Skype.
General Info
Surface Financial LLC started with the idea that the concepts of personal finance are important for everyone. Most firms in the financial services industry target the affluent in the interest of pursuing the highest fees and commissions. We believe that providing these services on a fee-only basis removes all of the conflicts of interests inherent with commission sales. Our advisors wallets will never impact the advice they provide. Our fees are designed to be affordable for the working people of Central Wisconsin. We provide a variety of services including comprehensive financial planning, investment management, retirement plan consultations, and financial planning workshops for the do-it-yourself crowd. As a benefit to our communite, Surface Financial LLC offers term life insurance for clients where all proceeds received by the company go in to a charitable giving program. We are willing and able to provide as much assistance and guidance as people need to feel comfortable making these important decisions. Surface Financial LLC exists for the sole purpose of helping people improve their financial lot in life.