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9AM - 5PM
N 27, W23953 Paul Rd STE 103, Pewaukee
Financial Planners
9AM - 4PM
2665 S Moorland Rd # 208, New Berlin“Russ is friendly and knows his stuff. If you want a timely, professional job done, call on Russ. His prices are reasonable too.“
8AM - 4:30PM
1900 Airport Rd a, Waukesha“I had the pleasure of meeting Maria Sundsted & helping me with Life INS & most recently my Medicare/Humana for 2024..she was very sweet & knowledgeable & patient with my needs & concerns..she was a God sent & an angel through my process..I definitely recommend her services..“
8:30AM - 5PM
2212 E Moreland Blvd Suite 200, Waukesha“Tom has been our go to guy at Drake for a number of years. He has always listened to our issues and concerns and has given us excellent advice in managing our finances. All the other employees at Drake are very knowledgeable kind and very concerned about our well being as well. I recommended my sister to Drake and now she is utilizing their services too. Great job everyone.“
8:30AM - 5PM
N19W24200 Riverwood Dr #150, Waukesha“These guys are constantly checking your investments for the best growth potential. The more volatile the market is the more times they check. My wife and I just met last night with Mike and he is very thorough. Great place“
9AM - 5PM
N48W14336 Hampton Rd Suite 101, Menomonee Falls“Having an aging parent that needed financial stability to continue with home care, selling a life insurance was an option that we pursued. It's kinda of like reverse mortgages. The friendly people at Legacy Life Now educated us on our options and benefits from selling a portion of the policy. We were happy with the service and payout as it helped in the ways we planned they would.“
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