As one of our clients, you’ll receive value and financial confidence that’s delivered with exceptional customer service.
Based in Green Bay, Wisconsin, we assist clients throughout the U.S. who want objectivity without any product or sales influence.
We recognize that our clients lead active and complex lives in a world where managing their investments is more complicated and time-consuming than ever before. Working with specialized investment professionals can provide a level of confidence and convenience that’s challenging to get on your own.
Our highest priority is creating value and financial confidence 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
- Comprehensive Financial Planning
We follow a disciplined approach to balance risk and return for you. We coordinate our planning with tax and legal professionals to optimize your wealth accumulation and estate preservation. And we believe that it’s easier for you to make informed decisions when we’ve helped you understand your financial options.
When you work with Woodmen Financial Resources, you can continue to count on us as your life changes—your family grows, a college education is need, you want or take a new career path, loved ones pass on, income increases or decreases, or your goals change because of tragedy, blessings, or simply time—through it all, we’ll be here to help you through those transitions and keep your financial goals updated.
We encourage you to explore our site and learn more about what we can do for you. If you have any questions or would like more information about our firm or the services we offer, please call us at 920-499-8833 or email us here.