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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Chuck Zwiefelhofer
Wealth Advisor
AWMA, CPFA | Series 7, 63, & 66 Licenses
What I Specialize In
- Advisory & Wealth Management
- Employee Retirement Accounts
- Financial Planning
- Life Insurance, Long-Term Care
- Retirement Planning
- 401K Transition
My Locations
Lobby Hours Mon–Fri: 9am–4pm | Sat–Sun: Closed
Drive-Up Hours Mon–Thu: 8am–5pm, Fri: 8am–5:30pm | Sat–Sun: Closed
About Chuck Zwiefelhofer
Charles E. Zwiefelhofer, CPFA®, AWMA®, is a dedicated financial advisor with extensive experience helping individuals, families, and businesses achieve financial confidence through strategic planning and informed decision-making. Holding the Certified Plan Fiduciary Advisor and Accredited Wealth Management Advisor designations, Charles offers specialized expertise in retirement plan consulting, wealth management, and fiduciary best practices. He takes a personalized, client-first approach, deliv...
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