Financial Solutions Group Wealth & Risk Management Services, LLC

CONNECT

Address:

9000 W. Chester Street, Suite 100
Milwaukee, WI 53214

Phone:

(414) 615-4850

Fax/Other:

(414) 615-4960

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We help you build financial freedom. It can start with knowing that we are here to help you attain your financial goals and dreams and help you get through life's uncertainties. It takes careful preparation and the right portfolio of financial tools to help you along the way.

While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

 

Our Areas of Focus Include:

401k Rollovers403b Plans AnnuitiesAuto Insurance* Boat Insurance* 

Business Continuation Strategies  Charitable Giving Strategies • Disability Income Insurance

 Education Funding StrategieEstate Analysis/Conservation Strategies Financial Planning

Homeowner's Insurance* IRA Rollovers/ConsolidationLife Insurance

Long-Term Care Insurance Lump Sum Pension Distribution

Mortgage Protection (through life insurance and disability income insurance)

Mutual Funds Pension Payout Alternatives Retirement Planning Roth IRA Stocks & Bonds

•  Wealth Management 

*Property & Casualty insurance is offered through a variety of insurance companies that are not affiliated with MassMutual any of its affiliates.

 

About MassMutual

  • Consistently paid dividends to eligible participating policyowners since the 1860s
  • Financial strength ratings among the highest in the industry
    • A.M. Best Company: A++ (Superior; top category of 15)
    • Fitch Ratings: AA+ (Very Strong; second category of 21)
    • Moody's Investors Service: Aa2 (Excellent; third category of 21)
    • Standard & Poor's: AA+ (Very Strong, second category of 21)
  • Named one of the World's Most Ethical Companies® by Ethisphere Institute for second    consecutive year
  • Named one of the TOP 10 Companies for Executive Women by the National Association for  Female Executives
  • Received a perfect score of 100 on the Human Rights Campaign Corporate Equality Index
  • Earned the 2016 Military Friendly® Employer designation by Victory Media, publisher of  G.I. Jobs® and Military Spouse

About Financial Solutions Group Wealth & Risk Management Services, LLC

  • Our firm has had a long standing presence in Wisconsin with roots going back to 1846
  • Serving over 116,000 clients
  • 2016 America's Council Qualifier

 

1Ratings apply to Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company. Ratings are as of 07/01/2017 and are subject to change.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck