Glacier Financial Group

Glacier Financial Group builds personalized retirement plans that cover retirement income, legacy planning, federal retirement benefits, insurance including long-term care, tax services and estate planning. The team includes licensed independent insurance agents, a certified public accountant, and an attorney focused on estate planning and probate from Amundsen Davis LLC.

A free consultation is the usual first step, and clients can request an appointment with a specific team member through the website. The office is at 1047 North Lynndale Drive in Appleton, in Suite 1C.