Jeffrey M Lokken, AGT - Financial & Investment Management

When it comes to creating and maintaining a lifestyle for the long term, having a strong foundation is an important first step. Since 1984, FIM Group in Onalaska, WI, has put their clients on the path to savings success using professional financial planning, retirement planning and wealth managem...

Mercer Advisors La Crosse team, serving the Coulee Region since 1984, specializes in financial services for business owners, healthcare professionals, and farmers. With deep expertise in tax planning, business strategies, and wealth transfer, we offer tailored solutions and trusted advisory services to help meet clients’ unique needs. Deep experience working with: Families, business owners, executives, farmers, and those in the healthcare sector. Specialized solutions for: Tax planning, business ownership strategies, managing concentrated positions, and wealth transfer planning. Local expertise: Our team features three CFP® professionals, three members with master’s degrees, a Certified Trust and Fiduciary Advisor designee, and over 80 years of combined experience.

Ultimate Tax Accounting Group is a reputable tax and accounting firm based in Onalaska, WI, with additional locations in Appleton, Madison, Eau Claire, and St. Paul, MN. They offer a comprehensive range of services to individuals and businesses, including tax preparation, accounting, and financial planning. With a team of experienced professionals, Ultimate Tax Accounting Group is committed to providing top-notch services and personalized solutions to meet their clients' unique needs. They stay up-to-date with the latest tax laws and regulations to ensure accurate and efficient tax filing, while also offering valuable resources and tips to help clients navigate the complex world of taxes.Generated from the website