Welcome to FSG Client Showcase Series
Brand New! FSG Client Showcase Series micro-events bring our clients and guests together to share their hobbies, interests, and talents in a variety of formats at various times throughout the year.
Mike Haubrich to present at EAA Chapter 838 August meeting
Mike Haubrich and EAA Chapter 838 invites you to their monthly chapter meeting and cookout on Thursday, August 15. Join the Chapter for food/drinks at 6 p.m. Chapter meeting and presentation at 7 p.m.
Terri D’Alie earns business management certificate
Financial Service Group COO Terri D’Allie completes Business Management certificate from Cornell University.
FSG Charity Referral Partners – 2024
See our updated list of Charity Referral Partners. Don’t forget, each time you refer someone you know to our office, we’ll make a $100 donation in your name!
Associate Financial Advisor position now available
We are currently recruiting for an Associate Financial Advisor. If you know someone interested in joining a great team, pass along this opportunity!
Terri D’Alie named COO
Congratulations to Terri D’Alie who has been appointed to the role of Chief Operations Officer at Financial Service Group.
SAFE Haven of Racine receives 2022 Client Appreciation Donation
SAFE Haven of Racine receives 2022 Client Appreciation Donation Charitable donations made on behalf of our clients has become a popular and widely appreciated practice. Given that COVID precautions led us to cancel our annual large-scale, in-person client appreciation events for the past few years, we donated sizeable funds to charitable organizations in lieu of…
Justin Moilanen teaching virtual Retirement Planning Today® course in October
Justin Moilanen will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.
Client Appreciation Donation 2021
In appreciation of our clients, FSG is making donations to three organizations focused on helping those who are need of basics like food, shelter, and protection from abuse.
Highway 38 to undergo roadwork April to Fall 2021
Beginning in April Highway 38 (Northwestern Avenue) will undergo roadwork. Access to our office will remain open.