OUR MISSION

To provide our clients comprehensive, un-biased advice that helps them quantify, prioritize and realize their financial objectives.

 

OUR CORE BELIEFS 

  1. Always put our client first
  2. Work in an honest manner that is worthy of trust
  3. Work with accuracy and efficiency
  4. Educate rather than inform
  5. Develop strong relationships
  6. Be a benefit to our community
  7. Be accountable

  

OUR APPROACH

We incorporate our beliefs into everything we do. When we first meet a client, our only objective is uncover what is important to that individual or business and why.  As our relationship moves forward, we work to identify and help to educate the client where they are in relation to their objectives.  This education continues as we discuss the client’s options for achieving their goals.  We then implement a schedule that the client has chosen to monitor and review our client’s progress in achieving those goals.


Every advisor has access to financial products; this will never set a firm apart, but the approach the firm uses will make all the difference.

 

 

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

 

 


Huhn, Wessel & Company is neither owned nor operated by NYLIFE Securities LLC, or its affiliates. 

Bradley Wessel is separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of WI, AZ, FL, MI and WA. As such, these services are strictly intended for individuals residing in these states.

 
Bradley Wessel is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member
FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of WI, and MI. No offers may be made or accepted from any resident outside the specific states referenced. 

Bradley Wessel is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of WI and MI. No insurance business may be conducted outside this/these states referenced.

 

 

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