Upcoming Events

APRIL | Birthday Lunch
Wed, Apr 16
Mequon
RSVP
VOLUNTEER DAY @ The Domes
Tue, Apr 22
Milwaukee
RSVP
Spring Technology Workshop
Wed, Apr 23
Wauwatosa
RSVP
Fireside Theatre Day Trip
Thu, May 01
Fort Atkinson
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Shred + Eat Outside Day
Mon, Sep 08
Mequon
RSVP

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial Inc. Gentian Financial, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Barron’s Top 1,200 Financial Advisors 2025, is based on the period from 09/30/2023 – 09/30/2024 and was released on 03/10/2025. 7,669 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3QJuMge2024 Forbes

Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/3/2024. 44,990 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info 2025 Forbes America's Best-in-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4a7VisT. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

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