IL · Waterloo

Fiduciary advisors in Waterloo, IL

1 advisor with offices in Waterloo. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Waterloo

Schaefer Wealth Management, Inc.

Waterloo, Illinois

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.

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Financial advisors in Waterloo, Illinois

Advisors serving Waterloo specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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