CALIFORNIA CONSUMER

From the beginning, we chose to remain independent, which means our interest in terms of financial products and guidance is that which best fits each client's individual situation. With no affiliation or influence from any other organization toward specific financial products, we are able to focus exclusively on helping you achieve your goals... At Wheeler DeGraaf, we build relationships by getting to know your story-not just your financial situation but your broader life goals as well. Not through computerized programs or formulas, but through thoughtful, old-fashioned conversation. It is a deeper level of understanding that guides our planning process. And why we also see every client as a friend-all so that you can be comfortable working with us, confident in our experience, and relaxed knowing everything's taken care of... We believe our clients appreciate how easy we are to work with. To us, good communication is one of the biggest benefits of our being local and independent-no..

Primary location: Saint Cloud United States