Daniel Demers
FIC, RICP®
Financial Advisor
State(s) Licensed: AZ, CA Insurance Lic. #4116209, CO, CT, FL, IL, MI, MN, NC, OR, SD, TX, WI
Phone: (715) 544-1122
Address:
3233b Business Park Dr
Stevens Point, WI 54482
State(s) Licensed: AZ, CA Insurance Lic. #4116209, CO, CT, FL, IL, MI, MN, NC, OR, SD, TX, WI
Let's put your plans in motion
Our team has a wealth of financial services experience. We also continue to educate ourselves so we can offer comprehensive, tailored options that help you meet short-term and long-term investment and protection goals.
• Building wealth for retirement
• Tax-efficient retirement income options
• Estate strategies
• Charitable giving
To learn more about the privacy of your information, visit our privacy policy.
Locations
Stevens Point
- Phone:
- (715) 544-1122
Hours
Monday-Thursday: 9 am - 5 pm
Friday: by appointment
Marshfield Office
- Phone:
- (715) 743-4211
Hours
Monday-Thursday: 9 am - 5 pm
Friday: by appointment
Neillsville Office
- Phone:
- (715) 743-4211
Hours
Monday-Thursday: 9 am - 5 pm
Friday: by appointment
Verona Office
- Phone:
- (608) 848-5150
Hours
Monday-Thursday: 9 am - 5 pm
Friday: by appointment
Wisconsin Rapids Office
- Phone:
- (715) 421-1244
Hours
Monday-Thursday: 9 am - 5 pm
Friday: by appointment