Plagenz Insurance & Investment Services

VERUS (Latin) \vār-us\ true, right, genuineWe seek to build genuine long-term relationships with clients, truly listen to their needs, and put them on the right path toward their goals.We are a comprehensive investment management firm serving hard-working individuals and families in the Fox Valley region of Wisconsin. Our approach is based on a rigorous process that covers your complete financial picture, simplifies the complex, and provides you with a clear, actionable roadmap to your ideal future. By taking care of the details, we help you organize your financial life and get back to what's truly important.

Investment Designers Inc is a Wisconsin-based financial planning company with over 30 years of experience in the financial services industry. They specialize in developing retirement plans for small businesses and creating customized financial plans for individuals and families, offering a range of services including retirement planning, tax planning, estate planning, and investment management. With a client-focused approach, Investment Designers works closely with their clients to develop customized financial plans that meet their specific goals and build towards their unique vision for the future. They prioritize customer service and communication, offering a comprehensive process that addresses all aspects of financial planning before discussing investment management. Their team of experienced financial advisors empowers individuals, families, and businesses to gain a better understanding of their finances and take control of their financial situations.Generated from the website

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.