Windsor Wealth Planning LLC

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48 N Oakwood Rd
Oshkosh, WI 54904
+1 (920) 230-2121

Windsor Wealth Planning, located in Algoma, Town of, WI, is a financial advisory firm offering a range of services including IRA, Roth IRA, mutual funds, stocks, bonds, annuities, and comprehensive financial planning. Led by LPL Registered Principal Jamie Kimball and Financial Advisor Stephen Ziblut, the team prioritizes building trusted relationships with clients and providing well-rounded financial solutions.

With over 30 years of experience, Jamie Kimball, a UW-Oshkosh graduate, leads the team alongside Stephen Ziblut, who joined in 2014. Together, they offer services such as life insurance, health insurance, Medicare, and retirement planning to help clients bridge today's financial needs with tomorrow's goals.

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United States›Wisconsin›Oshkosh›Windsor Wealth Planning LLC