La Bri Group,
675 N Barker Rd #310, Brookfield, WI 53045, United States
About Us
La Bri Group is a finance institution located at 675 North Barker Road in Brookfield, Wisconsin, United States. Our practice specializes in assisting entrepreneurial professionals with wealth management, uncovering investment opportunities, and mitigating risks associated with business ownership. We believe in utilizing alternative diversification methods to achieve financial independence with less overall portfolio risk. As a referral-only, independent financial advisory firm, we offer a design-first approach to managing assets for individual and professional clients nationwide. Securities are offered through First Allied Securities, Inc., and advisory services through First Allied Advisory Services. Our site is for informational purposes only, and we recommend consulting with a financial or tax advisor for personalized advice. Please note that this site is intended for residents of the United States, and individuals mentioned may only transact business in states where properly registered or exempt from registration.
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Reviews
"Jeff started off well, but when I went below 1 million dollars, his interest seemed to get less and less. About 8 or 10 years later Jeff suggested I change all my investments to an annuity. I am a naive investor And knew nothing about annuities. I trusted Jeff and thought he was doing the right thing for me. Well, this is when my account really went down. I have since learned that annuities are only good for the financial advisor and not the client. I feel he was negligent in handling my account."
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