Mahoney, Kevin J Agt

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...

Jeffrey M Lokken, AGT - Financial & Investment Management is a professional firm based in Onalaska, WI, specializing in providing financial and investment management services to individuals and businesses. With a focus on personalized strategies and tailored solutions, the company assists clients in navigating the complexities of the financial world to help them achieve their long-term goals and objectives. Generated from their business information

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.