Rick Carlson-Private Wealth Advisor, Ameriprise Financial Services, LLC

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

First Nations Community Financial is a state-chartered not-for-profit Native Community Development Financial Institution (CDFI) located in Black River Falls, WI. They provide financial education, training, and access to capital to support sustainable business and community development, with a focus on improving the quality of life within Native communities. They offer a range of services including financial coaching, credit counseling, technical support, and various loan products for personal, business, and homeownership needs. First Nations Community Financial is unique among Native CDFIs as it serves more communities than any other institution of its kind. They partner with the Ho-chunk Nation and Ho-Chunk Housing and Community Development Agency to provide financial products and services exclusively for their members. Additionally, they offer the Wooruwi Business Program for Native American entrepreneurs in Wisconsin, as well as homeownership programs and HUD-approved counseling services for housing-related needs.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the West Salem, WI area, Paul Hayden will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.