Jeremy Sperl - Thrivent
About the Business
Welcome to Jeremy Sperl - Thrivent, your trusted partner in achieving financial wellness and security. Located at 647 South 8th Street, Medford, Wisconsin, we are dedicated to educating and empowering our clients by addressing their unique financial goals and needs with comprehensive strategies. Our mission is to help you create a financial plan that reflects your core values, providing clarity and confidence for your future.
At Jeremy Sperl - Thrivent, we are passionate about guiding individuals through informed financial decisions, whether it involves life insurance plans, retirement strategies, or personal finance planning. We specialize in bringing together the scattered pieces of your financial puzzle, offering services such as:
- Life and health benefit consulting
- Wealth accumulation and risk management strategies
- Wealth and tax-efficient estate transfer
- Advanced charitable and legacy strategies
We understand that everyone has unique goals, whether it's launching a business, securing your family's financial future, or planning for retirement. Our approach simplifies planning by engaging in meaningful financial conversations, ensuring your journey is well-guided.
Please note that while we provide expert financial advice, Thrivent and its professionals do not offer legal, accounting, or tax advice. For such services, we recommend consulting your attorney or tax professional. Our Financial Planning Framework includes a thorough analysis of your financial situation, with the option for more in-depth planning through Dedicated Planning Services, available for a fee.
Thrivent Financial for Lutherans is the marketing name under which we operate, with insurance products issued by Thrivent. These products and services are not available in all states. Our securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.
For more information about our financial advisors, professional designations, and licensing, please visit Thrivent.com or FINRA’s Broker Check. We look forward to starting a meaningful financial conversation with you and supporting you on your path to financial wellness.
Visit us today to begin your journey towards a secure financial future!
Photos
Location & Phone number
647 South 8th Street, Medford, Wisconsin 54451, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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