Best Financial Advisors in Oshkosh, WI

“Great company to work with!!”

“We have been working with Genaro for the past several years, he is always done a great job for our company.”

“In that time I have seen him consistently be kind, gracious, and a professional.”

“Not only does he thrive in his financial decision making, but also embodies a mentoring mindset where he educates his clients on current economic trends and proper risk analysis for the best results.”

“We like the fact that we can become experts if we want - because there are many opportunities for classes, video to watch, etc.”

“Greg Lavin and his team help Marquardt Management Services navigate, understand and design various wealth management strategies to help attract and retain valued team members!”

“Knowledgeable agents and they explain everything so you can understand it”

“They have been managing my retirement accounts for over 20 years”

“Money matters can be stressful for many people, but Suzanne shines light where there is darkness and helps her clients see that there does not need to be emotion associated with money.”

“Trisha prepared a comprehensive package that explained all aspects and fees that we could expect and presented it in person.”