terer Financial. Clients from Manitowoc, Calumet and Sheboygan counties and well beyond trust Riesterer Financial with their financial, insurance and retirement planning and the company’s ability to design solutions for their needs.
Existing clients are spread across the country, and Riesterer Financial is licensed to serve them in states ranging from coast to coast. While some financial companies only want to work with the wealthiest clients and even establish minimum asset levels, Riesterer said, “It’s as much a pleasure to help new investors plan for their financial future as it is seasoned investors manage their portfolio.”
“Working with the team of financial advisors allows me to help their clients,” Reiss said about her colleagues at Riesterer Financial. Reiss primarily (but not exclusively) assists retired individuals with their Medicare and other health insurance related needs. Reiss has been with Riesterer Financial for the past six years, bringing extensive health insurance experience to Kiel. Riesterer says she is the best at what she does in the three-county area. Wilbert added, “Few agencies have a full-time health advisor.”
Gresens has been with Riesterer Financial since the new office opened along Highway 67 on Kiel’s southeast side about eight years ago. Gresens said, “We work as a team, putting more than one advisor’s ideas into a solution.”
Wilbert is starting his fifth year with the company. Asked why he enjoys working there, he said, “The fact Riesterer Financial is an independent business allows them to not be captive to any one company. The advisors represent multiple companies, offering tailored options and solutions to their clients.”
Clients receive support
Osladil, who started about the same time as Reiss, agreed, saying, “I think it’s the independence, and the support a client receives because of the team we have here. Even if someone’s on vacation, the service for the client continues. It’s seamless for our clients and their financial or insurance needs.”
Reiss added, “One thing that sets these financial advisors apart is their commitment to regular reviews with their clients.” Osladil said, “It goes back to the first item in our service statement, Educating.”
In order to give their clients the latest and most accurate information, everyone at Riesterer Financial is committed to continuing education and changes in the industry. Whether it is changes to Medicare created by new government regulations, programs, or changes to Internal Revenue Service regulations, Riesterer Financial keeps pace with the ever
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“The clients change, too,” Osladil said.
“I always ask my clients, ‘What’s new and exciting?’” Riesterer highlighted that point by saying he has a client who he helped plan for retirement, has helped during retirement, and is now helping plan for the family’s future after a terminal cancer diagnosis. “Everyone’s life changes and we are committed to helping families plan,” Riesterer said.
The investment and insurance industries continue to change. Riesterer Financial continues to upgrade technology, completed a building expansion project last year, and is in the process of hiring its first-ever business manager. “I enjoy helping our clients’ with their needs. We are hiring a business manager to take care of the day-to-day operational needs so I can focus more on our clients and assist my associates,” Riesterer said.
It is all part of making a good business even better. Let Riesterer Financial be the piece which solves your financial or insurance puzzle.
Securities and advisory services offered through Packerland Brokerage Services, Inc. an unaffiliated entity. Member FINRA & SIPC.