schaeferfinancialmanagement1

ABOUT
- About Us
- Awards
- Careers
- Development
- Privacy
HOW WE HELP
WHO WE HELP
VIEWPOINTS
NEWS
AIM
CONTACT
(844) 829-0039
Login
- Advisor Login
- Client Login

Testimonials | Advyzon

Hear from our clients why Advyzon is right for advisors.

Schaefer Financial Advisors testimonial

THE STORY

Putting clients first

“Many of our clients we’ve had since the early 90s. We’ve walked them through all aspects of life, from having young children to put through college, to those kids getting married, to contemplating retirement. It is about longevity, staying with a client and working through all aspects of life. We do a kind of lifestyle advising.”

- Becky Aardal, CFP® Schaefer Financial Management

Why Advyzon?

FAVORITE FEATURES

CRM
Notes
Reporting
Workflows

ADVYZON ADVANTAGE

Data conversion
Fully Integrated
Customizable features
Support from Advyzon team

Read more about Schaefer Financial Management’s growth story Here

Contact

(844) 829-0039
Sales@Advyzon.com
Support@Advyzon.com

Support

Contact

Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in this website are provided by AIM, while some technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. We do not provide advisory services directly to retail investors.