Deprez Gerard J Cfp MBA

At Deprez Financial Services, we are dedicated to being a trusted partner in your journey towards financial well-being. Our mission is to empower individuals and families to make informed decisions about their financial future by providing personalized investment management and strategic wealth planning services. We believe that building lasting relationships with our clients is fundamental to our success.

Our team of experienced financial advisors brings a wealth of knowledge and expertise to the table, having served clients in the Green Bay, Wisconsin, area and across the state for over 25 years. We're committed to understanding your unique goals, circumstances, and aspirations, tailoring our recommendations to meet your specific needs. Whether you're planning for retirement, saving for your children's education, or seeking to protect your assets, we are here to guide you every step of the way.

Our Proven Process

We approach every financial plan with a comprehensive and systematic process.

This begins with an in-depth consultation to understand your financial situation, risk tolerance, and long-term objectives. Based on this understanding, we develop a personalized plan that encompasses all aspects of your financial life, including investment management, retirement planning, insurance strategies, and estate planning. We believe that a well-defined plan is essential to achieving financial security and peace of mind.

Tailor-Made Services

Deprez Financial Services offers a wide range of specialized services designed to address your individual needs:

• Investment Management: We create and manage diversified investment portfolios tailored to your risk profile and financial goals.

• Retirement Planning: We help you plan for a comfortable retirement by developing strategies to maximize your savings, minimize taxes, and ensure a steady stream of income.

• Life Insurance: We guide you in choosing the right life insurance policies to protect your loved ones financially in the event of your passing.

• Education Planning: We assist families in saving for their children's education expenses through various college savings plans and strategies.

Your Partner in Financial Success

At Deprez Financial Services, we understand that your financial well-being is paramount. We strive to be a supportive and reliable partner throughout every stage of your financial journey. With our team's combined experience, dedication to personalized service, and unwavering commitment to your success, we are confident in our ability to help you achieve your financial goals.