What Makes Schroeder Financial Services Different?
Our focus is on helping you to achieve your financial goals. At Schroeder FInancial Services, LLC, we like to think of ourselves as:
- More Local
- More Experienced
- More Qualified
More Local:
Greg has lived in Watertown since 1993 and is actively involved in the community. He has served several local organizations: Watertown Area YMCA (Past President); Health and Wellness Center of Watertown (Treasurer); Watertown Soccer Association (Secretary/ Treasurer, Coach, Referee); Watertown Transit Commission; Lebanon Band; Local community theatre; Leadership Watertown; and is an active member of his local congregation.
Melody is a life-long resident of the local area. She has served on the board of Leadership Watertown and is an active member of her local congregation
More Experienced:
Greg has been a financial services professional since 1994. He is a CERTIFIED FINANCIAL PLANNER™ , a Master Planner Advanced StudiesSM professional, and a Professional Plan Consultant™ designee. In his twenty-plus years of experience, Greg has helped individuals and small businesses in the areas of financial planning, investment planning, and insurance services. He has also assisted small businesses in the establishment and maintenance of employer sponsored retirement plans and business continuation planning.
Melody has been a financial services professional since 2001 and she assists clients with various administrative tasks.
More Qualified:
Greg has an extensive educational background with three bachelor’s degrees, a Master of Arts from Marquette University and a Master of Science from the College of Financial Planning. In addition to his CERTIFIED FINANCIAL PLANNER™ and Master Planner Advanced StudiesSM professional designations, Greg is a registered representative (Series 7), Investment Advisor Representative (Series 65), and licensed insurance intermediary for life, health, LTCi, property and casualty insurances.
Melody has a Bachelor of Arts in Finance with a concentration in financial planning. She is also Series 7 (registered representative), Series 65 (Investment Advisor Representative), and licensed insurance intermediary for life, health, LTCi, property and casualty insurances.
