At Wackelin Financial we believe that providing responsive client service is essential to sustaining long term relationships.
Our clients hire us to provide them with solutions to a myriad of business and personal financial needs. As such, we have an obligation to give them not only professional advice, but also to address any and all of their questions, concerns, or problems in a timely manner.
With over 50 years of combined financial services experience, we pride ourselves on not being afraid to say, "I don't know. But, I'll find out and get back to you."
If we don't know the answer to your question or cannot resolve your problem in house, we will tell you. We will, then, identify and contact the appropriate resource to get the correct answer to your question or to determine the appropriate resolution of your problem. Most importantly, we will follow-up with you.
Our job begins once we implement your plan. Regardless of whether it's an individual investment, insurance, or financial plan, or whether it's a business employee benefit plan we are committed to helping you achieve the financial success you desire.
I established Wackelin Financial Services in 1990 based on the principle that our clients' interests always come first. My number one priority is working to ensure that any solution I recommend to you properly aligns with your needs.
Office Manager/ Non-Registered Assistant