Company intelligence
Ellenbecker Investment Group
About Ellenbecker Investment Group
At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of life’s transitions. And most importantly, we will involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you – and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path – and make sure you are always familiar with where your plan is taking you. Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.
Verified activity
Signals from Ellenbecker Investment Group
3 published signals
Presence & Recognition
Ellenbecker Investment Group is hosting an in-person seminar on September 15th featuring Courtney Witthuhn and Justin Bertzyk to discuss money habits.
Reported by Ellenbecker Investment Group
Presence & Recognition
Ellenbecker Investment Group featured Krista Hull of Redeem and Restore on Milwaukee's Philanthropic Community to discuss human trafficking realities in Wisconsin.
Reported by Ellenbecker Investment Group
Presence & Recognition
Ellenbecker Investment Group is hosting a panel of retirees on September 9th to discuss transitioning from full-time career to full-time retirement.
Reported by Ellenbecker Investment Group