Financial advisor · Neenah, WI
Sugar Maple Asset Management
Fee-based investment management and financial planning
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Comprehensive financial planning and portfolio management since 1995124 W. Wisconsin Ave, Neenah, WI
Investment Planners is a financial planning and investment advisory firm led by Christine Rondeau, CFP. The firm works with individuals and families on comprehensive financial plans, portfolio management, life insurance, 401K management, estate planning, and education funds such as 529s, ESAs, and Roth IRAs for children.
The planning process starts with a conversation to learn where you are now and where you want to go. The firm offers a free consultation before any work begins. Investment Planners is at 124 W. Wisconsin Ave. in Neenah and has been working with clients since 1995. The firm notes that it does not provide tax advice, so clients are referred to a tax attorney or accountant for that.
Fee-based investment management and financial planning
Tax preparation, bookkeeping and payroll for individuals and businesses
Listing your business here is free. Featured is $49 a month:
