Office: 608-442-1400
Toll Free: 800-448-3464

Investment Services

Using top of the line analytics, we’ll take a deep-dive into your current portfolio. Working alongside your stated objectives, we’ll help alleviate your tax burden, with an eye toward capital growth and income.  Among the investment solutions we’ll consider are:

  • Mutual Funds
  • Direct Participation Investments
  • Individual Retirement Accounts (IRAs)
  • Variable Annuities

Interested in learning how we can help you meet your objectives? Contact us.

Securities offered through Securities America Inc., member FINRA ( / SIPC ( Advisory services offered through Securities America Advisors, Inc. Legacy Advisor Network, Ltd. and Securities America are separate entities. FINRA BrokerCheck available at

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