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About Witthauer Financial Group

Witthauer Financial Group offers comprehensive financial and insurance services for our clients. We have served the Jamestown area for over 50 years and are a 3rd generation family-owned agency.  Started by Herbert Witthauer in 1965, he joined the industry because he cared for others and their families.  He was a Navy man and after a career in radio brought the family from the south to Carrington, ND, they settled in Jamestown in the early 70s.  Herb built his business here in Jamestown and in 1984, his son Paul joined the business.  Herb continued working until the early 2000s when he had to stop for health reasons.  Herb passed away in 2012.  In 2014, Paul's daughter, Lindsey joined the business, starting the 3rd generation.  A couple years later in 2016, Paul's son Phillip also joined.  Family is important to us and protecting your family is a priority.  No matter what stage in life you are, we want to be here to continue that success for generations to come.  Let us educate and empower you to financial success.  Together, we can help you achieve your goals.  

 

Our Financial Process

Over the thirty years Witthauer Financial Group has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Strategy to Action
Monitoring Financaial Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Witthauer Financial Group, and that level of trust has given our clientele great confidence.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your financial goals and executing a comprehensive strategy to strengthen it.

Evaluating Financial Status

Witthauer Financial Group encourages an honest dialogue between client and professional to help meet expectations. No matter your current fiscal position, we will get you where you want to go.

Review our Recommendations

All of our strategies are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Strategy to Action

When our financial strategy meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.

Monitoring Financial Progress

At its best, working with Witthauer Financial Group becomes a hands-on experience. We relish the opportunity to track your progress and fine-tune strategies along the way.

Schedule a meeting with a financial professional

We’d love to hear from you. Give us a call and we’ll get started.

 

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Securities Offered through Representatives of G.A. Repple &

Company, a Registered Broker/Dealer and Investment Advisor, Member FINRA & SIPC

Supervising Office: 101 Normandy Road, Casselberry, FL 32707; (407) 339-9090

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