Meric Capital Management

Kurt Triebold and his team have been providing financial planning and investment services to good folks just like you for the past 18 years. We understand families face their own unique goals and challenges as they prepare for the future. We can help take the mystery out of preparing for tomorrow. Whether your goal is preparing for retirement, saving for college, or preserving your legacy for the next generation, our personalized goals based approach to managing your assets will help bring clarity to your long range financial objectives. Dedicated to creating long term relationships, we work with our clients in determining what strategies fit within their overall financial game plan.

Jackson Hewitt’s professional tax preparers in Delafield provide year-round support to hard-working individuals. Get expert tax preparation services in Delafield and low-cost tax solutions. Call us for availability. Bring your federal and state returns to your local Tax Pro for your income tax preparation by Jackson Hewitt in Delafield. Our clients get their Biggest Refund, Guaranteed, and a Lifetime Accuracy Guarantee, or we pay you! Still need to file your income taxes? Call our office or visit us online to learn about all available filing options. We are happy to help with your tax needs. Visit our Jackson Hewitt location at 2863 Heritage Dr -In Walmart.”

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.