Wfa Asset Management

Our clients interests have always been our priority. We established ourselves independent of big banks and brokerage houses to provide objective, unbiased investment advice to help people meet their financial goals. We build long-term relationships and customize investment portfolios designed to minimize risk and optimize returns. Communications and education are our hallmarks. Savvy investors are our best customers.

Annex Wealth Management is a full-service wealth management company based in Mequon, WI, offering a range of services including financial and retirement planning, investment management, insurance assessment, tax preparation, and estate planning. Committed to providing personalized services tailored to each client's needs, Annex Wealth Management also gives back through the Annex Charitable Foundation and shares valuable insights through podcasts and weekly updates, with locations in Wisconsin, Illinois, and Florida. Generated from the website

Established in 1883, Modern Woodmen of America is a fraternal financial services organization dedicated to supporting families and strengthening communities through a range of financial products and services. Their offerings include life insurance, annuities, investments, and financial planning, tailored to meet the diverse needs of individuals and businesses. With a commitment to community impact and building lasting relationships, Modern Woodmen empowers members to achieve their financial goals while also engaging in charitable activities. Their team of dedicated financial representatives, such as Scott S. Paterick, focuses on personalized service and fostering connections to guide members towards a secure financial future. Generated from the website