Proudly serving the Berlin and Ripon areas
Welcome! We have over 38 years combined experience and expertise in this industry to guide you through every step of your financial journey. Our office is specifically passionate about retirement planning, finding tax efficient financial strategies, and empowering women by providing financial education. Additionally, we help guide our clients with investment management, protecting loved ones against the impact of extended care, death, and disability, and so much more. We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you reach your financial goals.
Your Local Financial Partners in Ripon
Financial Advisors Cathy Hargrave and David Shattuck are proud to serve the Ripon community from our local office located at 201 E. Fond du Lac St. Suite 120 Ripon, WI 54971. Whether you’re preparing for retirement, protecting your family, or creating a plan for the future, they are here to provide guidance tailored to your needs.
They welcome you to stop by the Ripon office for a conversation about your financial goals. With a personal, neighborly approach and the resources to support every stage of life, Cathy and David are ready to help you move forward with confidence.
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Locations
Berlin & Ripon, WI
- Phone:
- 920-361-4800
Hours
Address
141 W Huron St
Berlin, WI 54923
