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Independent Financial Advisor Elkhorn Lake Geneva Walworth County WI Sierra Financial Services
(
left to right) Gene Ingersoll, Christian O'Connor, Donna Egly, Jim Pfeil

 

As an independent financial advisory office with a diverse skill set, we provide comprehensive investment, insurance, and tax expertise to our clients. Our advisors create value by understanding each client's unique goals and providing transparent, unbiased solutions that build the framework to achieve their short and long-term goals.

Sierra Financial Services is built on a proven history of trust, integrity, and respect. With your goals in mind, we collaborate as a team to leave no stone unturned when solving your complete “financial puzzle” taking into consideration important milestones and life events. This goal-based approach is designed to help you:

  1. Define customized short and long-term goals that ensure you choose only the right financial products and services
  2. Identify roadblocks or gaps that might impact your financial picture
  3. Monitor your plan to ensure it meets your changing needs

We offer world-class client service and commit to keeping our clients informed and educated with frequent opportunities for touchpoints throughout the year.

Contact us today to set up a no-obligation initial review and see if we are a fit to build a lasting relationship and work together on achieving your goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck