Financial and Investment Services

Investing in the financial markets may help you pursue your future goals of retirement, education or financial independence. Whether you are a seasoned investor or new to the investment world, Watzke Financial is here to help guide you through the ever changing investment landscape.

Some of Our Comprehensive
Services Include:

  • Asset Management – (Non-Retirement & Retirement Assets)
  • Retirement Plan Rollovers
  • Retirement Plan for Self-employed Individuals
  • Insurance Products and Annuities
  • Financial Tools and Information
  • Online Account Access

At Watzke Financial, we know that no two people are alike, so our business has always revolved around the individual and always will. If you or someone you know would benefit from our independence, personal services and trusted guidance, we invite you to learn more by visiting or by contacting us directly.

Watzke Financial is Here to Serve You:

Through objective advice and unparalleled personal service, we develop personalized comprehensive financial strategies for individuals, families and businesses. Our clients trust us to listen carefully to their needs, identify the best options for their unique circumstances and guide them through the current investment environment. We strive to build long-term relationships so we keep our clients informed of market fluctuations that can impact their short- and long -term goals.

As a client, you will benefit from our independence, personal service and tradition of offering trusted guidance.

Independent Perspective:

As an independent firm, we have access to innovative technology and top industry research. We do not endorse proprietary products, which means we are free to provide you with objective advice.

Personal Service:

You can expect us to keep you informed of market opportunities through ongoing communication and address your needs throughout the entire wealth management process. This highly responsive level of service provides the foundation for integrity and builds a lasting relationship with you and your loved ones.