Here are the steps we’re taking as we plan to reopen our office on July 6 for deliveries and paperwork pick-up/drop-offs. Meetings will continue to be held virtually (phone or video) until further notice.
Continue readingWatch for our new ads!
Financial Service Group print ads are now appearing in the Racine Journal Times, Kenosha News, and Lake Geneva Regional News on select Sundays and weekdays.
Continue readingHelping build secure futures for local teens
Vince Tortorici volunteers teaching Money Sense to teens at Park High School.
Continue readingIntroducing Coffee & Kringle with Justin Moilanen
We’re pleased to announce a sweet new opportunity to expand your personal finance knowledge through our Coffee & Kringle events!
Continue readingJustus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.
Continue readingJustus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.
Continue readingWalking tour of beautiful downtown Racine – August 10
Fun way to learn more about Racine history! No cost to clients and guests. Sign up today!
Continue readingWe’re hiring an Associate Financial Planner/Advisor
Check out our opening for an associate financial planner/advisor.
Continue readingGiving thanks: Creative cards inspire gratitude
A special shout out to our friends at Careers Industries for the beautiful work on our 2018 holiday cards!
Continue readingJustin Moilanen earns Retirement Income Certified Professional® designation
Congratulations to Justin Moilanen on earning his Retirement Income Certified Professional® designation from The American College.
Continue reading