Freitag Financial Services is a dedicated investment management and strategic wealth planning firm based in Monticello, WI. With a commitment to building deep and meaningful relationships that span generations, their team of experts strives to serve their clients throughout the financial planning process.
As a Registered Investment Advisor, Freitag Financial Services adheres to a higher standard, ensuring that they always act in their clients' best interests and disclose any personal conflicts of interest. Their comprehensive financial plans are customized for each client, while their investment management approach focuses on maintaining and growing wealth at a rate that aligns with individual goals and constraints.
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