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Mersberger Financial Group Inc
- Financial Services
- Sheboygan Falls, WI
About this business
Financial Assistance Financial Planning Individual Services Personal Insurance
Location details
517 Monroe St, Sheboygan Falls, WI, 53085, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Professional, proficient, knowledgeable, and friendly.
Terrible financial advisor. Failed to send us 1099s two years in a row which should have been filed with our income tax reports. This caused us to owe over $1500 in penalties and interest. They passed the buck, claiming it is not their responsibility to send 1099s to clients. To me, this should be a given, considering they were our financial advisor. That would be like a grocery store saying they are not responsible for the food they sell. Young advisors have lots of fancy credentials but are inexperienced and I feel, made b... read more
I got my financial plan done and set up a fiduciary account within 2 easy virtual meetings, totaling only an hour. They took my income, expenses, and retirement goals into account and gave me a realistic plan for retirement. I can tell you get the same treatment whether you are investing 20 dollars, 20 thousand or 2 million. Wish I would of done this years earlier!!
Frequently asked questions about Mersberger Financial Group Inc
How is Mersberger Financial Group Inc rated?
Mersberger Financial Group Inc has a 4.3 star rating with 11 reviews.
When is Mersberger Financial Group Inc open?
Mersberger Financial Group Inc is closed now. It will open on Monday at 8:00 a.m.
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