Watzke Financial is a comprehensive investment management firm that utilizes the efficiency of digital technology while maintaining the reassurance of the traditional wealth management relationship.
This allows our clients to retain the personal relationship and trust they seek with a financial advisor while utilizing the efficiency of digital technology. As a comprehensive investment firm, we offer a wide range of financial services including wealth management and quality insurance products
We recommend financial and insurance instruments based on independent research not because of an affiliation with any single provider which means you receive our objective guidance.
Understanding your current financial situation is vital to successfully making prudent decisions concerning your future. If you have any questions about your current financial situation or wish to schedule an appointment, please contact us or give us a call at 504.218.7657.