American Family Insurance - Terence Thayse Agency

For more than 28 years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security. Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life. We also offer Bookkeeping, Accounting Services, Tax Return Preparation, Tax Return Preparation-Business, Payroll Service, Financial Services

Not everyone who manages money is a fiduciary. We are, though. That means we put your needs ahead of ours and we can prove it. We document our processes so we can prove were acting in your best interest as custodians of your money. Were a product-agnostic, fee-based advisory firm, and as fiduciaries, were obligated to act in your best interests. And because were independent advisers, we can help you build a financial portfolio that reflects whatever level of risk youre comfortable with when youre investing. Were here for you. Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Bellue & Associates, Inc. and Client One Securities, LLC are not affiliated.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Green Bay, WI area, Adam Lewitzke will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.