Burns & Wilcox Limited

Allison Walker is a dedicated financial advisor and licensed insurance agent with Mutual of Omaha, focusing on providing comprehensive strategies to help individuals and families protect their assets and prepare for future financial challenges. With expertise in various financial products, including life insurance, long-term care insurance, and retirement planning, Allison is committed to delivering personalized guidance tailored to each client's unique needs. Serving clients in Waukesha, WI, and surrounding areas, Allison employs a collaborative approach to financial planning that begins with understanding clients' stories and goals. By combining attentive listening with informed recommendations, she assists clients in navigating their financial journeys and achieving their aspirations. Generated from the website

Mutual of Omaha Advisor, Jay Van Beusekom, is a dedicated financial advisor and licensed insurance agent based in Waukesha, WI. With a focus on providing comprehensive business and individual strategies, Jay is committed to helping his clients protect what matters most to them, whether it's their family, property, retirement savings, or small business. With a range of insurance products and investment solutions, Jay works closely with his clients to understand their goals and tailor recommendations that align with their unique needs and circumstances. As a Mutual of Omaha Insurance Company representative, Jay Van Beusekom offers services such as life insurance, disability income insurance, annuities, long-term care insurance, and small business solutions. With over 100 years of experience, Mutual of Omaha is a trusted mutual company that prioritizes listening to its customers and providing personalized solutions. Jay's expertise and dedication to his clients make him a reliable choice for those seeking financial guidance and protection in the Waukesha area.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.