James M. McGlone, CFP, MSFS

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General Info

We are an independent federally registered investment advisor located in Appleton, Wisconsin.We provide customized strategies and work primarily with individuals and families seeking advice on managing their financial resources.Our clients benefit from personalized service in the areas of investment, tax, wealth accumulation, education, retirement, estate, and insurance planning.

Email

Email Business

Services/Products

Financial Planning, Wealth Advisory, Retirement Planning, Tax Planning, Financial Consultancy, Insurance, Exchange Traded Funds, Mortgages & Real Estate, Mutual Funds, Annuities, Stocks, Bonds, Options & Futures, Socially Responsible Investments

Other Link

http://www.kerntkeottomcglone.com/our-team

Categories

Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services

Details

Phone: (920) 968-4458

Address: 3701 E Evergreen Dr Ste 500a, Appleton, WI 54913

Website: http://www.kerntkeottomcglone.com/our-team