Balthazor Strube Financial

At Balthazor & Strube Financial & Insurance Services, LLC, we are committed to providing comprehensive financial and insurance services to individuals, families, and businesses. As an independent firm, we have the flexibility to tailor our services to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and ensure their financial well-being.

Our Services

We offer a wide range of financial and insurance services, including:

• Investment Advisory Services: We provide investment advice and portfolio management services to help our clients achieve their financial goals.
• Insurance Services: We offer a variety of insurance products, including life insurance, long-term care insurance, and disability insurance, to help our clients protect their income and assets.
• Retirement Planning: We help our clients plan for retirement and ensure a secure financial future.
• Estate Planning: We assist our clients in creating estate plans that reflect their wishes and ensure the smooth transition of their assets.
• Business Services: We provide financial and insurance services to businesses, including tax planning, accounting services, and employee benefits.

Our Promise to You

At Balthazor & Strube Financial & Insurance Services, LLC, we promise to provide personalized service, professional expertise, and a commitment to our clients. We take the time to understand our clients' unique needs and goals, and we work tirelessly to help them achieve their objectives. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to achieve financial success.

Our Team

Our team of financial professionals has many years of experience in the financial services industry. We hold advanced degrees and designations, and we are committed to staying up-to-date on the latest financial planning and insurance techniques. Our team includes:

• Theodore Balthazor, Wealth Manager & Financial Advisor, with 26 years of experience in the financial services industry.
• Steven M. Strube, Investment Professional, with over 22 years of experience in the financial services industry.
• Zachary M. Strube, Wealth Manager & Financial Advisor, with experience in investment and insurance planning.
• Cory Nickel, Wealth Manager, with expertise in financial planning and investment management.
• Cindy Laube, Administrative Assistant, providing administrative support to our team.
• Briana Freimuth, Administrative Assistant, providing administrative support to our team.

We believe that our team's unique blend of experience, expertise, and commitment to exceptional service makes us the ideal partner for individuals, families, and businesses seeking financial guidance and insurance solutions.

Getting Started

If you are looking for a trusted partner to help you achieve your financial goals, we invite you to contact us. We would be pleased to discuss your goals and objectives with you and explore how we can help you achieve them.