My journey is about providing affordable, sound financial services to farmers, small business, and families. I am an active member of Women in Insurance and Financial Services (WIFS) and frequently honored at the annual Circle of Excellence awards. When I’m not working with clients, I enjoy spending time with family and staying active within my community.
Hoff Financial Services, LLC is located in beautiful Prairie Farm, Wisconsin. We have been working with individuals and businesses in our area for over 20 years. Each of our associates has extensive personal and professional experience and we are dedicated to developing lasting relationships with all of our clients. We believe in helping clients assess their financial goals and participating in the management of their finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more independent financial future.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where we come in. Whether clients have significant assets to manage, or if they’re just starting to accumulate wealth, we have the tools and background to provide the services that may fit their needs. My personal goal is to provide clients with guidance that can help them understand and better define their financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As longtime members of our community, we take pride in knowing that we’ve helped many people pursue the type of financial future they dreamed about.
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Kelly Hoff, Owner – Hoff Financial Services, LLC. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Kohlhepp Investment Advisors, Ltd., a Registered Investment Advisor. Hoff Financial Services, LLC. and Cambridge Investment Research Advisors, Inc. are not affiliated.