We believe serving our clients is the most important aspect of our business. We were founded on the belief that the customer always comes first. This philosophy continues in our work today and into the future.

Fredriksen Financial & Insurance Services offers a full range of products and services to help you meet your financial goals. We are committed to helping you develop a strategy that can build and protect your wealth, so you can look forward to your future with confidence. Your comments and suggestions on how we can improve our service to you are always appreciated.

No. We do not charge fees for our financial services advice. If we do help you implement the financial planning strategies that we recommend, we will receive commissions from the carrier or company with whom you place your transactions.

We do not charge a fee for preparing and filing your FAFSA.

We provide comprehensive financial planning advice for individuals, families, retirees and business owners. First we interview clients to determine their goals and financial objectives, and at the same time find out about their current resources and what their situation is. Once we have all that objective and subjective information, we prepare a proposal with your options and our recommendations for presentation. Then, armed with all the choices you can choose from, you can make educated decisions as to how you want to proceed.

We can then help you implement your planning choices and work with you on an ongoing basis to update and monitor your plan, so as things change in the world and in your life...we can adjust and update your plan accordingly.

Yes. While we cannot guarantee any investments or other financial vehicles, we can, and do, guarantee your satisfaction with our service.

If you feel that the service we provided was not professional and courteous or in any way not to your liking, for any reason what-so-ever, you can count on us to correct the situation.