Call Now: (920) 729-9556
We specalize in the following services:​
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IRA/401K's
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Estate Preservation
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Tax Planning
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Distribution Planning
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Retirement Income Planning
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Wealth/Asset Transfer
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Medicare Supplements
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Charitable Giving
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Fixed/Variable Annuities
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Life Insurance Long Term Care
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Mutual Funds 529 Plan
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Business Continuation
| Honesty | Trust | Safety |
75
Years of Experience
5
Qualified Experts
200+
Clients
Our History
We are a family owned business with 70+ years of experience. Our customers have first hand knowledge of our honesty and integrity when managing their finances. We strive to satisfy each client with our commitment to doing what is best for them and their financial situation 100% of the time.
When working with us there are no high-pressure sales because we pride ourselves in helping people in a comfortable, relaxed environment. Our team offers trustworthy resources: investment brokers, administrative staff, and legal and tax advice.
At Van De Hey, Van De Hey & Associates we provide free, professional services to you so your assets grow, ensure your investment selections are supported by sound financial advice, and provide follow up service to continue managing your portfolio.
We specialize in managing personal investments, retirement plans, estate planning, lump sum distributions, 401K rollovers and IRAs.
Mission Statement
Our mission is to have a positive impact on the lives of our clients by helping them achieve their financial goals. We do this by getting to understand each client's expectations and long-term needs and following through by implementing a strategy. This is accomplished by providing free, helpful financial advice and teaching simple planning without the fees. Along with protection during the down markets, our goal is suggesting investments with low or no fees.​
Client Testimonials
Jane & Dennis Fitzgerald
John & Cindy O'Brien
"Over 10 years of excellent service. We are very satisfied, informed, and so far ahead in our investments. We have referred Van De Hey and Associates to many friends and family. We truly don't know where we would be without Scott and his team helping us retire."
"Anthony and Scott are a strong team, work well together and are committed to designing a financial plan in the best interests of their clients. They took the time to meet our financial needs and ensured that we understood our investment options. We completely trust that they have our best interests at the forefront. However, Barb is the glue that holds everything together making sure all the necessary paperwork is taken care of in a concise and timely manner. We highly recommend all of them to guide you along your financial path."
Joan & Jim Hutchison
"Financial advisors that are knowledgable, reliable, and who have our best interests in mind... not theirs."
Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.
St. Bernard Financial Services, Inc.
Securities offered through:
St. Bernard Financial Services, Inc.
1609 West Main Street Russellville, AR 72801
Member FINRA/SIPC
" We offer to our clients the ultimate in quality customer service. Our clients enjoy the financial benefits and integrity of St. Bernard being independent and not affiliated with a very large global firm. "
Contact Us
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Email & Phone:
Email:
scott.vandehey@stbernardfinancial.com
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Contact Numbers:
Office: (920) 729-9556
Cell: (920) 540-1698 or (920) 475- 6216
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Address:
1444 Windmar Drive
Neenah, WI 54956
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