Woodmen Financial Resources

Woodmen Financial Resources is a full service financial planning firm based in Green Bay, Wisconsin. We assist clients throughout the U.S. who want objectivity without any product/sales influence. Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:  Portfolio analysis,  Asset Allocation design,  Investment management,  Insurance Planning,  Estate planning,  Retirement planning,  College funding strategies, and Comprehensive Financial Planning.

 

 

 

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