Schaefer Wealth Management, Inc.

Waterloo, Illinois

Call (618) 939-8828 Visit website →

About

Schaefer Wealth Management, Inc., based in Waterloo, Illinois, offers investment management, wealth management, retirement income planning, risk management, tax planning, and estate planning services to clients nationwide. The firm is led by President Dwight Schaefer, a registered investment advisor with over 36 years of experience in financial services who operates as a fiduciary, alongside Financial Services Analyst Cole Schaefer and Client Service Manager Robin Delre. The firm coordinates with partner organizations to address clients' complete financial pictures through a unified approach.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4:30PM, Tuesday: 8AM-4:30PM, Wednesday: 8AM-4:30PM, Thursday: 8AM-4:30PM, Friday: 8AM-12PM, Saturday: Closed
SEC registered
No
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