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Seffrood Wealth Management

 
1505 9th Street
Monroe, WI 53566
(608) 396-6600
investment firm
www.seffroodwealthmanagement.com
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stuart@seffroodwealthmanagement.com
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.
Mon 9:00 AM to 5:00 PM
Tue 9:00 AM to 5:00 PM
Wed 9:00 AM to 5:00 PM
Thu 9:00 AM to 5:00 PM
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

College Fund, College Funding, Tax Free Retirement Income Strategies, Retirement Income Strategies, Retirement Income Planning, Retirement Income

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