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

Address

3233b Business Park Dr
Stevens Point, WI 54482

Daniel Demers

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.

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