Personalized college planning in Tomah, Wisconsin

Edward Jones - Financial Advisor: Lenny Bakken, CFP®|AAMS™ is a respected financial institution located at 201 Helen Walton Street in Tomah, Wisconsin, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Lenny Bakken provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth for the future, Edward Jones - Financial Advisor: Lenny Bakken, CFP®|AAMS™ is dedicated to helping you navigate the complexities of the financial market with confidence and peace of mind.

Joel Brieske - Thrivent is a finance institution located at 1021 Superior Avenue, Tomah, Wisconsin, United States. Capstone Financial Group provides Dedicated Planning Services to help individuals work towards their goals and dreams, ultimately living their best life. The institution is focused on providing comprehensive advice, financial strategies, and insurance to protect what matters most. Thrivent believes that money is a tool, not a goal, and is committed to helping individuals make the most of what they have been given. By joining Thrivent, individuals become part of a community that looks out for others and provides tools and resources to live a more meaningful life. The institution offers advice and guidance through its Financial Planning Framework and Dedicated Planning Services, with a focus on customized strategies and attentive service. Thrivent financial professionals do not provide legal, accounting, or tax advice, and individuals are encouraged to consult their own professionals in these areas. Overall, Joel Brieske - Thrivent aims to help individuals achieve financial clarity, confidence, and a sense of purpose in their financial journey.