Steven P Crispigna Cfp

Phillip C Petersen Cfp in Green Bay, WI, offers independent financial advisory services focused on investment management and strategic wealth planning. With over 27 years of experience, the firm is dedicated to providing unbiased advice tailored to meet the specific goals and needs of its clients. The founder, Gerard Deprez, holds a Master's of Business Administration and a Certified Financial Planner designation, emphasizing a strong planning process that secures both immediate needs and long-term financial stability. Deprez Financial Services also provides retirement plan design and consulting for companies of various sizes, ensuring comprehensive support for both individuals and businesses throughout Wisconsin. Generated from the website

Deprez Financial Services, founded by Gerard Deprez, is a financial advisory firm based in Green Bay, Wisconsin, with over 27 years of professional experience in investment management and strategic wealth planning. The firm emphasizes independence and personalized service, aiming to deliver unbiased opinions that foster long-term investment success for clients. With a focus on creating financially secure plans, Deprez Financial Services specializes in education planning, retirement planning, life insurance, and investment planning. Gerard, a Certified Financial Planner, is dedicated to serving individuals, families, and companies throughout Wisconsin while actively engaging in community activities with his family. Generated from the website

Deprez Financial Services, under the umbrella of Crispigna, Deprez, Petersen, Waelchli Investment Group, is a dedicated financial advisory firm based in Green Bay, WI. With a commitment to independence, they prioritize working in the best interest of their clients. Their team boasts over 26 years of professional experience, ensuring knowledgeable guidance and tailored solutions. Specializing in investment management and strategic wealth planning, Deprez Financial Services aims to be the trusted advisor for their clients. They provide unbiased opinions geared towards achieving long-term investment success. By offering personalized services, they cater to individual goals and specific needs, ensuring a comprehensive and tax-efficient financial plan. Generated from the website content