Securities America

HistoryCFPI was formed from a single sole financial advisor serving mainly educators and their 403(b) accounts. Eventually two more advisors were added and the main focus of the firm became comprehensive financial planning with an investment advisory practice. Today the firm serves around 200 families and still maintains its focus on financial planning and education. We are a fee-based practice, with the ability to work on both a commission-basis (a small part of our practice) or on a fee-basis (a larger part of our practice). Our staff advisors are Certified Financial Planner(tm) practitioners.SpecialtiesSpecializing in: - Financial Planning Consultants - Investment Advisory Service

Mare's Financial Planning is a dedicated financial services firm based in Appleton, WI, offering comprehensive and personalized solutions to help individuals achieve their goals and live intentionally. With a focus on long-term relationships and client service, they provide customized plans, clear visions for the future, and effective means for tracking progress. Through their partnership with Packerland Brokerage Services, Inc., an unaffiliated entity, Mare's Financial Planning offers securities and advisory services, ensuring their clients receive expert guidance and support in planning for their financial future.Generated from the website

Place Perfect Realty is a trusted real estate agency serving the Appleton, WI area and beyond, offering a wide range of property search services and expert realtors to assist clients in finding their perfect home or investment property. With offices in Marinette, Menominee, and Green Bay, Place Perfect Realty is dedicated to providing exceptional customer service and helping individuals and families navigate the real estate market with ease and confidence.Generated from the website