Carla Petersen - Flanagan State Bank

The Consumer Credit Counseling Service (CCCS) of Fond Du Lac, Wisconsin, is dedicated to guiding individuals on their path to financial wellness through education, personalized counseling, and specialized programs. With a commitment to helping clients learn financial skills, manage their money, and achieve their financial goals, CCCS offers tailored solutions for debt management and housing decisions. As a member of the National Foundation for Credit Counseling (NFCC), CCCS of Fond Du Lac aims to empower clients with the knowledge and tools necessary to improve their financial situations. By providing one-on-one support and resources, CCCS fosters increased savings, improved credit scores, and enhanced confidence in budgeting, ultimately preparing clients for unexpected expenses and long-term financial stability. Generated from the website

Passageway Financial is a premier CPA, tax, and accounting firm based in Andover, MN, specializing in providing comprehensive financial services to small businesses in various industries, including general contractors, builders, digital agencies, freelancers, and landscaping contractors. With their unique approach, they offer the experience and perspective of large CPA firms while maintaining a personalized, family-owned practice focused on improving businesses' financial positions and reducing taxes. By engaging with clients throughout the year in a proactive and highly engaged manner, Passageway Financial helps businesses save significant amounts in taxes, streamline their accounting tasks, and gain the benefits of a full-time CPA at a fraction of the price. Their services include tax reduction planning, business tax preparation, bookkeeping services, and retirement wealth planning, among others, ensuring that businesses can focus on their strengths and achieve their financial goals.Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.