What is a financial advisor in Waterloo, Illinois
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Midamerica Financial Group
Welcome to Midamerica Financial Group, your trusted insurance agency located in the heart of Waterloo, Illinois. Situated at 203 North Main Street, we are proud to serve the community with personalized insurance solutions tailored to meet your unique needs. At Midamerica Financial Group, we understand the importance of protecting what matters most to you, whether it's your home, vehicle, business, or health. Our dedicated team of experienced professionals is committed to providing exceptional customer service and expert advice, ensuring you have the right coverage at the right price. We offer a comprehensive range of insurance products and services, including auto, home, life, health, and commercial insurance, from some of the most reputable insurers in the industry.
Schaefer Wealth Management, Inc.
Schaefer Wealth Management, Inc. is an independent financial advisory firm located at 200 South Market Street in Waterloo, Illinois, United States. Since 1989, we have been dedicated to providing comprehensive financial planning, investment management, and retirement income strategies to our clients. Our goal is to simplify and organize your wealth management plan, allowing you to focus on what matters most to you. At Schaefer Wealth Management, we follow the PLAN Success Cycle, a four-phase process that helps us understand your financial goals and develop a plan to achieve them effectively. Our Wealth CheckPoints offer comprehensive financial planning solutions in areas such as investment, retirement, tax, legacy, and risk management planning. The Quadrant Plan and Portfolio Pillars guide our investment strategies, ensuring that your portfolio is customized to your priorities and goals.
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