Your client. Our commitment.
Financial advisors don’t just manage assets. You help your clients achieve their dreams. As a premier financial services firm, Prairie Financial Group is proud to partner with financial advisors throughout the United States. Our uncommon expertise and flexibility have made us a trusted resource for Financial Advisors for over 20 years. We are always respectful of the relationship you have with your clients. We offer many service levels unbundled for full transparency.
We believe in a holistic, big-picture approach to financial planning and advice. Our full-range of customized services includes:
Over 20 years of advisor-friendly experience.
Regardless of the challenge, you can count on Prairie Financial Group. Our role is to advise and assist you, so you can manage your clients’ assets in the most effective way possible. We can help identify opportunities for you to manage new assets, and offer advice tailored to your client’s specific situation.
When you work with us, expect:
- Respect for your client relationship
- Fee-only service.
- Thorough knowledge of applicable tax laws and regulations.
- Communication with real people.
We can help you identify new trust opportunities and ways to help your clients. We offer a comprehensive trust analysis that identifies what options your client has and what the next steps are.
Request a trust analysis today. Connect with Prairie Financial Group.
Call (262) 522-7400 or Toll-Free (855) 591-2950 or email PrairieFinancialGroup@waukeshabank.com