Consulting
We offer a variety of consulting, advisory and financial planning services, some of which are offered through our affiliate organizations. These services and the respective offering affiliate are:
WJ Financial & Insurance Services (Affiliate)
- Independent Life Agent offering Life, Health, Disability and Long Term Care
- Insurance consulting and planning
- Risk management evaluations
For contact and information, click here.
Fries Financial Services (Affiliate)
- Full brokerage services
- Money management / Portfolio construction
- Comprehensive financial plans
- Pension / Retirement plans
For contact and information, click here.
