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Serving is the Heart of Our Business
Bultman Financial Services, Inc. exists for one reason -- to
provide financial and insurance strategies and recommendations that
are in the best interest of our clients. We believe that our 25+
years of experience demonstrates a strong commitment to our clients
and our purpose.
Our company was originally started in 1996 as Bultman and
Associates, Inc. by Mary Kay and Ralph Bultman. At that time,
only one full-time and one part-time employee ran the
business. Now, we have 7 full-time employees.
Currently, we serve as the administrators for the State Bar
of Wisconsin life, disability income and long-term care insurance
plans. In that role, we have over 3,000 members and their spouses
as our clients.
The foundation of our services is a focus on the
personalized needs of our clients. We look at your long-term and
short-term financial goals before making any recommendations. We
work in concert with other advisors -- including attorneys, tax specialists
and consultants -- because we believe that this collaboration offers
you the most personal and professional program available.
We are a Wisconsin-based, women-owned business. In fact, we
have been designated a Disadvantaged Business Enterprise (DBE) by
the state of Wisconsin and and
Emerging
Business Enterprise (EBE) with the City of Milwaukee. Also, we are a certified Women's Business Enterprise (WBE)
with both WBENC
(Women's Business Enterprise National Council) and
with the State of Wisconsin.
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