Mersberger Financial Group Inc

Service Highlights

• Personalized financial planning for individuals and families
• Retirement and investment strategy development
• Wealth management and preservation services
• Business financial consulting
• Client-focused, confidential consultations

Office Hours

• Monday – Wednesday: 8:00 AM – 5:00 PM
• Thursday: Closed
• Friday: 8:00 AM – 12:00 PM
• Saturday & Sunday: Closed

Tip: Schedule appointments early in the week for the best availability.

Local Tips

• Appointments are recommended due to limited Friday hours.
• Located in a central part of Sheboygan Falls, making it easily accessible for local clients.
• Check their social media for updates on holiday hours or financial workshops.

Frequently Asked Questions

• What types of financial services does Mersberger Financial Group Inc offer?
  They provide financial planning, investment management, retirement planning, and business consulting services.
• Do I need an appointment to meet with a financial planner?
  Yes, it’s best to schedule an appointment to ensure personalized attention and availability.
• Are walk-ins accepted?
  Walk-ins may be accommodated if a planner is available, but appointments are strongly recommended.
• Is there a fee for the initial consultation?
  Consultation fees may vary; contact the office directly for current pricing and possible complimentary first meetings.
• What should I bring to my first appointment?
  It’s helpful to bring financial documents such as income statements, tax returns, investment portfolios, and a list of financial goals.
• Can the firm help with business financial planning?
  Yes, they offer business financial consulting, including succession planning, retirement plans, and investment strategies.
• Is parking available on site?
  There is convenient parking available near the office at 517 Monroe St.
• What are the office hours?
  They are open Monday to Wednesday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 12:00 PM, and closed Thursday, Saturday, and Sunday.
• How can I get updates on services or events?
  Follow their social media accounts for the latest news, updates, and information about financial workshops.
• Is virtual financial planning available?
  Contact the office to inquire about remote consultation options, which may be available upon request.