Custer Financial Services

Custer Financial Services stands on a long and strong history of success as a widely respected financial advisory and planning firm in the U.S by offering all-encompassing financial services to clients since 1981. We advise on investments which support the health and well-being of our clients, our community and our environment.

When our clients are truly confident in their financial stability, we have done our job. After all, your financial peace is our passion.

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Office Closing Announcement

In our attempt to keep our clients that we serve healthy and avoid exposure to the COVID-19 virus, Custer Financial offices will close effective Wednesday, March 18th until further notice. Financial Planners and Staff will be working from home and available to assist with your financial and account needs. This closure will be reassessed weekly and decisions made based on the impact the COVID-19 virus is having at that time.

We are sorry to add further disruption to your lives, but we believe it to be in all our best interests.

Contact Information:
Kaitlyn, Senn, Executive Assistant || Direct: 608-287-3007, Cell: 608-692-5173
Alex Thairuammit, Finance Manager || Direct: 608-287-3003, Cell: 608-209-8768
Brent Ahrens, Executive Assistant || Direct: 608-287-3008, Cell: 715-297-5066
Earle Smith, Financial Planner || Direct: 608-287-3009, Cell: 608-556-3976
Corkey Custer, Managing Partner || Direct: 608-287-3004, Cell: 608-332-6427
Betty Custer, Founder & Managing Partner || Direct: 608-287-3001, Cell: 608-332-6425

Your Financial Peace is our Passion

Meet Our Team of Professionals

Our team of professionals has more than 100 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Our Values at

Custer Financial Services

Custer Financial Services stands on a long and strong history of success as a widely respected financial advisory and planning firm in the U.S by offering all-encompassing financial services to clients since 1981. Our reputation thrives on our high-level of customer satisfaction because nothing means more to us than maintaining your trust and confidence. We advise on investments which support the health and well-being of our clients, OUR COMMUNITY and our environment.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. From growing your wealth, your business, or planning your family's future or your own retirement, Custer Financial Services can answer your most pressing money questions and guide you toward achieving your financial goals.

Our team of financial professionals can identify financial trends to support our clients' goals and we do so by utilizing the utmost cutting-edge technology because our first priority is your overall financial success. You will find in our MEDIA CENTER educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.

Should you have a question, or wish to schedule a consultation with us, please CONTACT US. We will get back to you quickly.

When our clients are truly confident in their financial stability, we have done our job. After all, your financial peace is our passion.

Corporate Profile

We stand on a long and strong record of success.

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Our Services

We offer a full-encompassing suite of financial services and products to our clients.

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Our Process

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

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Our Community Commitment

Custer Financial Services believes in supporting the communities in which we live and work. So do our clients. Through numerous client introductions to charities around the world, our team annually volunteers its time and resources. Our firm donates 15% of annual revenue to non-profit outreach in a variety of local, regional, national and international causes.

*Unaffiliated third party providers not affiliated to Lincoln Financial Advisors Corp.

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VIDEOS

We support our clients' financial success by utilizing the utmost cutting-edge technology.

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ARTICLES

We help you learn more about the world of personal finance through compelling financial educational content.

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CPFS IN THE NEWS

We advise on investments which support the health and well-being of our clients, our community and our environment. It gets us noticed!

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Let's Talk Finances

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