Our Team: Financial Advisors - Steve Werner, Heidi L. Alten, AIF Jacob Ries, AIF, Tegan Schultz, IAR
and Client Services Director Alyssa Erickson
At Exemplar Financial Network, the work of our advisors can extend
to every phase of your financial life. A Personal Chief Financial Officer.
A Personal C.F.O should be a true partner,
committed to your total financial success.
We strive, as a team, to build meaningful and lasting relationships with our clients. Our clients’ financial goals are our first priority.
We are helping our clients achieve these goals, through thoughtful financial planning, diligent exploration of alternatives, unbiased advice and exemplary service.
We are the first people our clients turn to when they need financial advice
First National Bank and Trust
127 miles
Hate the way new bank sends out bank statements.
Doesn,t tell me hardly anything Countryside Financial Services Inc
127 miles
Autumnwood Financial Corporation
579 miles
First National Bank and Trust
7 km
Almost every time I go to this bank they close their doors before the time of closing... Walworth County Finance
16 km
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