Ameriprise Financial

Waddell & Reed in Green Bay, WI, is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on personalized solutions, the company helps clients navigate their financial goals and objectives through a range of investment options and advisory services. Generated from their business information

Phillip C Petersen Cfp in Green Bay, WI, offers independent financial advisory services focused on investment management and strategic wealth planning. With over 27 years of experience, the firm is dedicated to providing unbiased advice tailored to meet the specific goals and needs of its clients. The founder, Gerard Deprez, holds a Master's of Business Administration and a Certified Financial Planner designation, emphasizing a strong planning process that secures both immediate needs and long-term financial stability. Deprez Financial Services also provides retirement plan design and consulting for companies of various sizes, ensuring comprehensive support for both individuals and businesses throughout Wisconsin. Generated from the website