Financial & Investment Management Group Coupons Onalaska WI near me

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  • Description:

  • When it comes to creating and maintaining a lifestyle for the long term, having a strong foundation is an important first step. Since 1984, FIM Group in Onalaska, WI, has put their clients on the path to savings success using professional financial planning, retirement planning and wealth management services. With their team of more than 25 financial advisors, the fee-based financial planning firm always keeps their central mission in mind: taking care of their clients based on thorough analysis of unique situations, goals and desires. Their approach is customized, and their solutions are tailored to fit and evolve with both life and market changes. With options ranging from solo 401(k)s to hybrid plans, FIM Group gives you the adaptability to match your unique vision of your golden years. FIM Group always keeps an eye on the big picture through their wealth management services, providing access to a personal financial plan that addresses goals such as saving for a first home, establishing a college fund for your children, designing a will that identifies the care of loved ones with special needs, and a variety of other situations. Your portfolio of investments follows the firm’s philosophy of comprehensive analysis, discipline and flexibility. Their objective is to generate positive returns for the long term, while staying the course through the ups and downs of the stock markets and economy. You’ll never have to navigate this process alone, either; your financial planner has the training and experience to guide you to your goals. FIM Group’s team of experts have each achieved the CFP® certification from the Certified Financial Planner Board, and every member holds financial ethics as a top priority. With additional offices in Traverse, MI, and Kahului, HI, FIM Group wants to be the trusted source for all of your financial planning aspirations. To get started, call the retirement preparation firm today at (608) 779-0300 for a co...
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  • Phone Numbers:

  • Main: 608.779.0300
  • Opening Hours:

  • M-F 9am-5pm, Sa-Su Closed
  • Categories:

  • Professional Services
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