About Teppe Financial Services


Our Planning Process: 4 simple steps

1. Q & A: Our first meeting is all about getting to know each other. Through a series of pertinent questions we will assess your goals and objectives.

2. Analysis and Recommendations: We will delevop a plan to match your personal goals, vision, and priorities.

3. Implementation: We will support you to ensure your personalized plan is put into action.

4. Review: We will review your plan regularly to ensure you are on track for accomplishing your stated goals.


 Your Account and Advisor: Easily Accessible.

Our clients are our first priority and we are always available to address your questions or concerns. We believe in maintaining a professional relationship with you and will always do our best to provide you with answers to your questions or concerns in a timely manner.

We have a policy of returning all phone calls within 24 hours. However, most calls are returned the same day. All meetings are by appointment only. Please contact our office to schedule your appointment.