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Address:

1505 9TH STREET
MONROE, WI 53566

Phone:

608-396-6600

Stuart Seffrood

Stuart Seffrood

My goal is to help families, retirees, and small business owners with their college funds and retirement income. This is done by aiming to lower their fees and expenses grow investments tax deferred and in some cases tax free. Implement programs to manage the downside risk by seeking to minimize the effects of market fluctuations through proper portfolio diversification. Last find funding to help students go to college with tax free dollars.

 Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

Phone 608 - 396-6600
Mobile Phone 608-574-7914
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck