Shafer Financial Services
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
550 10th Ave Unit 101, Baldwin, Wisconsi...Phone Number
(715) 684-3727Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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1
About Shafer Financial Services
Shafer Financial Services is a family-owned business established in 1992, specializing in tax-wise financial and retirement strategies for clients of all generations. Their services include retirement planning, education planning, investment management, family risk management, business planning, and income tax planning and preparation. The firm is dedicated to helping individuals and families navigate their financial futures and achieve their retirement goals. Located in Baldwin, Wisconsin, they aim to provide personalized financial guidance and resources to their clients.Explore more
Shafer Financial Services Org Chart
CS
Cpa, Personal Financial Specialist & Financia...
SA
Support Staff
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Revenue
Number of Employees
Type
Funding
Founded In
Shafer Financial Services
<$5M
1-10
Private
-
1992
MS
Marsha ShaferAdvisory Representative, Enrolled Agent
Company Profile Activity
Activity Insights
Shafer Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Shafer Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shafer Financial Services.
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Shafer Financial Services is a family-owned business established in 1992, specializing in tax-wise financial and retirement strategies for clients of all generations. Their services include retirement planning, education planning, investment management, family risk management, business planning, and income tax planning and preparation. The firm is... Read More
