Deremer Agency

DeRemer Agency is an independent, family-owned financial services agency that has been serving the community for over 40 years. Our agency specializes in retirement planning, tax preparation, and all lines of insurance products. We pride ourselves on our exceptional customer service and our ability to build long-lasting relationships with our clients.

Our philosophy is to create a working partnership with our clients by listening to their goals, analyzing their needs, creating a sound financial plan, implementing that plan, and monitoring it on a regular basis. We believe that building trust with our clients is essential, and we strive to earn that trust every day by doing what is best for our clients and following through on our commitments.

At DeRemer Agency, we understand that our clients' lives are constantly changing, and their financial plans need to be flexible enough to adapt to those changes. That's why we work closely with our clients to ensure that their financial plans are aligned with their goals and that they are on track to achieving them.

Our Team

Dan and Ben DeRemer are both Waukesha, WI natives and graduates of Waukesha South High School and the University of Wisconsin-La Crosse. They are also members of Delta Sigma Phi Fraternity. Dan has been in the insurance and financial services industry for over 40 years, and Ben joined the industry in 2012 after working in the banking sector for 9 1/2 years.

Dan is a tax preparation expert and has been teaching adult insurance and continuing education classes at Kaplan Financial since 2001. He retired from that position at the end of 2016. Ben is life insurance licensed through the state of WI and has been an integral part of the DeRemer Agency since 2012.

Services Offered

At DeRemer Agency, we offer a range of financial services designed to help our clients achieve their financial goals. Our services include:

• Retirement Planning: We work with our clients to create a comprehensive retirement plan that includes income planning, investment management, and tax strategies.
• Tax Preparation: Our tax preparation services are designed to help our clients maximize their tax savings and minimize their tax liability. We offer complete tax preparation services for individuals, businesses, and non-profit organizations.
• Insurance Products: We offer a range of insurance products designed to protect our clients and their families. Our insurance products include life insurance, health insurance, disability insurance, long-term care insurance, and annuities.
• Investment Services: We offer investment services designed to help our clients grow and protect their wealth. Our investment services include portfolio management, retirement planning, and estate planning.

Our Commitment to Our Clients

At DeRemer Agency, we are committed to providing our clients with the highest level of service and expertise. We believe that every client is unique, and we take the time to understand their goals, needs, and values. We are dedicated to building long-lasting relationships with our clients and helping them achieve their financial dreams.

As a family-owned agency, we understand the importance of trust and integrity. We are committed to earning our clients' trust every day by doing what is best for them and following through on our commitments.