Directory for financial advisors and representatives

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Showing 25 advisor(s) and rep(s)

Hugo BorgesVisit my website

Languages: English, Portuguese

Location: Waukesha WI, 53188

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Scott BugalskiVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Life Insurance Planning, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Waukesha WI, 53188

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Carolyn Cento-ClarkVisit my website

Expertise: Disability Income Planning, Education Funding, Life Insurance Planning, Financial Planning, Retirement Planning

Languages: English

Location: Waukesha WI, 53188

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Joseph Cuda

CLU®, WMCP®

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Expertise: Business Continuation Planning, Disability Income Planning, Investment Strategies, Education Funding, Long Term Care Planning, Employee and Executive Benefits Planning, Life Insurance Planning

Languages: English

Location: Waukesha WI, 53188

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Sarah DePover

MBA

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Expertise: Business Risk Management, Disability Income Planning, Retirement Planning, Life Insurance Planning, Financial Planning, Business Succession Planning, Long Term Care Planning, Wealth Management, Trust Services, Special Needs Planning, Retirement Income Planning, Qualified Plan Fiduciary Education, Qualified Plan Employee Education, Qualified Plan Design Assistance, Qualified Plan Benchmarking, Private Client Services, Investment Strategies, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Business Valuation Planning, Business Continuation Planning

Languages: English

Location: Waukesha WI, 53188

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John Glowacki

CLU®, ChFC®

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Expertise: Long Term Care Planning, Estate Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Employee and Executive Benefits Planning, Private Client Services, Education Funding, Qualified Plan Design Assistance, Disability Income Planning, Business Succession Planning, Retirement Income Planning, Retirement Planning, Special Needs Planning, Trust Services, Wealth Management

Languages: English

Location: Waukesha WI, 53188

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Michael HammWhen away from work Michael has his hands full with a young family. He enjoys spending time with his lovely wife Kristen, son Owen and daughter Adelyn (she goes by Addie). Michael enjoys playing golf, trail running and trying to keep up with their garden. He is an avid Packers, Badgers and competitive swimming fan. Michael has completed two trail half-marathons.Visit my website

Expertise: Retirement Planning, Financial Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding

Languages: English

Location: Waukesha WI, 53188

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Duke LeeDuke Lee as a financial representative for Northwestern Mutual, is dedicated to providing comprehensive financial education and planning services. With a passion for empowering his students and their families, he aims to help them achieve financial security and success in their local communities.Visit my website

Expertise: Long Term Care Planning, Life Insurance Planning, Disability Income Planning, Financial Planning, Retirement Planning, Business Risk Management

Languages: English, Korean

Location: Waukesha WI, 53188

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