With the heart of a teacher, our team of seven specializes in Retirement Planning. We focus in the areas of Roth IRA's, Traditional IRA's, 401(k) and 403(b) Rollover Services, Investment Planning, Tax Planning and Social Security Planning. Custer Financial Advisors exists to educate and empower clients to make financial decisions that will have a positive impact on them and their families for generations to come.
Services
Custer Financial Advisors exists to educate and empower clients to make financial decisions that will have a positive impact on them and their families for generations to come. Our financial planning process is not a product we sell but a long-term relationship we build.
We start by listening to you, learning about all aspects of your current financial situation, developing a plan that will work for you, and walking alongside you to help you navigate life's changes.We know that a solid financial plan can alleviate many of the everyday money worries people face and can change the course of a family for generations.
We start by listening to you, learning about all aspects of your current financial situation, developing a plan that will work for you, and walking alongside you to help you navigate life's changes.We know that a solid financial plan can alleviate many of the everyday money worries people face and can change the course of a family for generations.
Custer Financial Advisors is a team of three advisors dedicated to helping you find the right advisor for your needs. Our partnership with LPL Financial, the largest independent Broker Dealer in the nation, and our commitment to putting our clients first allows us to to offer independent, unbiased advice customized for every client.
We help people organize and understand their finances so they feel in control of their financial future and can make the appropriate decisions for them and their family. We create an investment portfolio for each client that we believe will help them reach their financial goals. This includes helping with things like budgeting, paying off debt, saving for a goal, investing, tax planning, estate planning, and planning for retirement.
This is a good and important question, and we will spend time in our first meeting talking about this. We will make sure that you understand and are comfortable with how our compensation works and let you decide which method is right for you. At Custer Financial we believe everyone deserves access to sound financial advice, so, unlike many firms, we don't charge a fee for time spent meeting with you.
Custer Financial Advisors is proud to work with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
Reviews (2)
Jay Smith
Dec 10, 2018
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I was nervous about going to another small financial advising office, but they exceeded my expectations! I am not good with planning for the future or have extensive knowledge of the financial markets, but the people in there made it so easy to understand! My adviser ( Michael) is very enthusiastic and interested how I wanted to plan for my future, and not another cookie cutter plan. The difference I noticed about this comforting family first office is that they really wanted to help me grow my wealth, and didn't discard me because I'm not a "big dog". When I went into the chain financial advisers
Joshua Groenhof
Nov 22, 2018
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Four words I’d use to describe Custer Financial Advisors. Knowledgeable, trustworthy, fiduciary, and approachable. The advisors there are happy to answer questions free of charge. They take a holistic approach to your finances and set you up with an individual plan designed best for you. But what I like best about Custer Financial Advisors is that they are very transparent and knowledgeable financial advisors that are there to put you, the customer first. 10/10 would I recommend using Custer Financial Advisors.