United Securities Alliance

Watermark Financial Services Inc, located in Appleton, WI, stands out as a fee-based financial planning firm dedicated to guiding individuals towards robust retirement strategies. Beyond our expertise in financial planning, we extend our services to encompass tax preparation and estate planning solutions, catering to a holistic approach to financial well-being. Through our affiliation with Registered Representatives of Cambridge Investment Research, Inc., a distinguished broker-dealer under FINRA/SIPC, we offer securities services. As a Registered Investment Adviser, Watermark delivers advisory services independently. It's important to note that while Watermark and Cambridge operate in tandem, they maintain distinct entities. Reviews on this platform, while insightful, may not necessarily reflect the experiences of all clients. The perspectives shared here are voluntary and not incentivized, serving as a genuine reflection of individual encounters rather than a definitive forecast of future outcomes. Generated using this place's available information

Carl M. Hennig Inc. is a full-service brokerage firm based in Berlin, Wisconsin, with a rich history spanning over 80 years. Founded in 1933 by Carl Hennig, the company has successfully navigated numerous global challenges and continues to provide valuable financial services under the leadership of current owners Thomas and Scot Harenburg. With a team of 12 experienced brokers averaging 17 years in the industry, Carl M. Hennig Inc. focuses on serving clients worldwide, offering a diverse range of investment products and services. The firm's expertise includes small to mid-cap firms, retirement plans, managed accounts, and various types of securities, ensuring they are well-equipped to meet the needs of their clients in both rising and falling markets. Generated from the website

Ameriprise Financial in Fond Du Lac, WI, focuses on providing personalized financial advice to help clients achieve their financial goals. With a network of over 10,000 advisors, the company offers tailored recommendations and regular consultations to ensure clients feel confident and in control of their financial futures. Each advisor at Ameriprise has specific areas of expertise, enabling clients to find an advisor that aligns with their financial needs. The firm is recognized for its commitment to understanding clients and sharing their values, with numerous awards highlighting its customer satisfaction ratings. Generated from the website