Bock Insurance Agency

Voyageur Financial Group is a financial services firm based in De Pere, WI, specializing in providing personalized wealth management solutions to individuals and businesses. With a focus on long-term financial planning and investment strategies, the company aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

Woodmen Financial Resources is a financial services firm based in Green Bay, WI, specializing in providing personalized financial planning and investment management services to individuals and families. With a focus on long-term financial stability, Woodmen Financial Resources offers a range of services including retirement planning, wealth management, and insurance solutions tailored to meet the unique needs of each client. Generated from their business information

HistoryJan Marcellis Picard is a financial strategist with over 30 year of experience in the financial services industry. Her focus is on helping clients reach their financial goals safely. Her areas of expertise are in wealth accumulation, estate protection and guaranteed income for life. Jan spent many years as an adviser in both the insurance and securities arenas. She worked for two major insurance companies and spent more than a decade as a Financial Consultant for several banks including Associated Bank and Chase Bank. In 1996, Jan left corporate America to open her own company which for years was known as Marcellis Financial Management. She has first-hand experience on how money works and eagerly shares that knowledge with her clients. By offering clients consistency, integrity, and genuine concern, she has earned a reputation as a trustworthy adviser and friend. Jan resides with her husband Rick in Oshkosh, Wisconsin.SpecialtiesOur Mission: To provide our community, clients, families, and friends with the highest level of personal and business financial planning available. We will work to create a compelling, goals exceeding individual plan utilizing unique strategies and initiatives that generate measurable results. Our fundamental core values of honesty, loyalty, and integrity will help create meaningful long-term benefits. Our passion for innovation, research, technology, education, vision, and ethics will work in synergy while creating