Service Financial, LLC Email Format
Financial ServicesWisconsin, United States11-50 Employees
Service Financial, LLC is a financial services firm based in Whitefish Bay, Wisconsin, that serves clients across the United States. It emphasizes self-directed retirement planning, offering a Self Directed IRA (SDIRA) solution designed to help clients define objectives, preserve assets, increase income, and reduce tax burden. The company targets business owners seeking capital for growth or acquisitions, individuals pursuing long-term financial independence, and professional partners involved in mergers, lending, banking, or consulting. Positioned as a comprehensive financial services provider, it pursues customized solutions and uses technology to support its clients and partners. In July 2020, Elliott Roofing, LLC partnered with Service Financial to offer financing options, with Service Financial acting as an Owens Corning preferred lender to support that arrangement.