Custer Financial Services Corporate Profile

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

The Custer Financial Services Team of Professionals has more than 100 years combined experience in financial planning and investing.

Our clients include:

• Individuals
• Multi-Generational Families
  
• Entrepreneurs
• Small, Medium and Large Sized Businesses
  
• Non-profit Organizations
• Private Foundations
• Local and Statewide Charitable Endowments
• Retirement Plans
• Family Trusts
  

Custer Financial Services has roughly $370,000,000 in client invested assets and our clientele is comprised of the following:

206 clients have accounts of at least $300,000 to as much as $9 million.

These client portfolios total almost $211 million.

A significant portion of these portfolios has socially responsible concerns. These portfolios range in size from $50,000 to $9 million. The screening criteria and the percentage of assets subject to such screening can be adjusted to meet clients’ requests.

Our firm helps clients to use stocks, bonds and alternative investments in a coherent, risk-conscious strategy.

Additionally, more than 1,100 clients use our firm for retirement assets. These additional assets total more than $132 million.

The duration of our client relationships range from two months to 47 years.

Lincoln Financial Advisors (LFA) is the broker-dealer for the registered representatives of Custer Financial Services. LFA is a member of the Lincoln Financial Group (LFG) consisting of Lincoln National Corporation and affiliates, with the oldest affiliate more than 100 years old. The breadth of LFG’s operation offers Custer Financial Services a significant advantage by providing the company with advanced technological tools as well as administrative and regulatory services essential towards success within the industry. Custer Financial Services representatives are able to maintain this strong relationship while still remaining both small and autonomous in size and stature so that we can continue to provide our clients with personalized service and individualized attention.