CONNECT

Address:

7702 W. Mequon Road
Mequon, WI 53097

Phone:

262-242-4200

Fax/Other:

262-242-4240

Client University

 

Description: U:\Pictures\Client U 2017.jpgThank you to everyone who joined us for our 2017 Client University Workshop! We enjoyed sharing our market insight with you and introducing you to some of our strategic partners.  We received some very positive feedback on our “Organize your Life” segment and are glad that we motivated so many of our clients to start organizing their important documents and information. If you couldn’t make it to our Client University but would like to hear what he covered during “Organize your Life”, please give our office a call.

 

 

 

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck