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8:30AM - 5PM
300 2nd Street North Suite 210, La Crosse
Investing
“Erik was awesome. Made the process of refinancing our home very easy. He was very patient and helpful throughout the process. Excellent communication and follow up even after the closing. Highly recommended!”
Investing
Investing
Investing
Investing
“Dave has been absolutely wonderful to work with. From transferring my old 457 and 401K accounts to opening SEP IRAs and helping me select the funds I need for a better future. I’m always asking so many questions and Dave always knows how to answer them. Dave has even helped me select a stellar accountant and always knows what professionals to refer me to.”