Values based investing in Green Bay, WI
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Jordan Financial Life Planning
● ClosedJordan Financial Life Planning, located at 6123 Green Bay Road in Kenosha, Wisconsin, is a trusted institution specializing in accounting and finance. Our mission is to assist clients in aligning their financial resources and decisions with their life purpose. We understand that you seek help, advice, and ongoing support from your financial planner, which is why our team at Jordan Financial Life Planning is dedicated to providing personalized and comprehensive solutions. Our approach focuses on understanding your values, purpose, and the people who bring meaning to your life. We work closely with you to address your overall needs, goals, and objectives, ensuring that your financial plan is tailored to your unique circumstances. Trust Jordan Financial Life Planning to guide you towards financial success and fulfillment.
6123 Green Bay Rd Ste 260, Kenosha, WI 53142, United States -
M2 Logistics Inc.
● OpenM2 Logistics Inc. is a customer-focused logistics company located in Green Bay, Wisconsin. Our dedicated team strives to provide the best customer service and create custom solutions for each of our clients. We specialize in improving and simplifying supply chains, moving freight with care, and protecting our clients' investments. At M2 Logistics, we value the relationships we have with our carrier partners, going beyond simply covering loads to truly understand our clients' networks and become an extension of their sales teams. As a leading non-asset based logistics company, we offer quality transportation and supply chain services to shippers throughout North America.
2701 Executive Dr, Green Bay, WI 54304, United States -
Mercer Advisors Wealth Management
● OpenMercer Advisors Wealth Management is a finance institution located at 2985 Voyager Drive in Green Bay, Wisconsin, United States. This institution offers a unique approach to wealth management, focusing on helping clients not only build wealth but also enjoy the fruits of their labor. The team at Mercer Advisors believes in creating long-term financial strategies that reflect the values and lifestyles of their clients. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors helps oversee and connect all aspects of their clients' financial lives. The talented wealth advisors at the Green Bay location are dedicated to helping clients achieve their financial objectives and provide high-quality customer service. With a client-first approach and a passion for helping clients find their path to Economic Freedom™, Mercer Advisors is committed to helping clients protect and grow their wealth in a comprehensive and holistic manner.
2985 Voyager Dr, Green Bay, WI 54311, United States -
Merrill Lynch Financial Advisor Mark A Dorvinen
● OpenMerrill Lynch Financial Advisor Mark A Dorvinen is a finance institution located at 480 Pilgrim Way, Green Bay, Wisconsin, United States. Mark Dorvinen is dedicated to building and maintaining strong relationships with clients, helping them make important financial decisions for themselves and their families. He offers personalized wealth management strategies based on a deep understanding of each client's financial picture and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Mark and his team are committed to providing clients with comprehensive financial services tailored to their individual needs. They prioritize understanding each client's personal investment style, goals, and priorities to create a customized plan that reflects their unique circumstances.
480 Pilgrim Way 5th Floor, Green Bay, WI 54304, United States
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