Terri D’Alie earns business management certificate
Financial Service Group COO Terri D’Allie completes Business Management certificate from Cornell University.
Financial Service Group COO Terri D’Allie completes Business Management certificate from Cornell University.
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!
FSG is pleased to introduce Debby Klinkhammer. Debby joined us in August as our new “chief of first impressions” in the role of receptionist and office admin.
We are currently recruiting for an Associate Financial Planner. If you know someone interested in joining a great team, pass along this opportunity!
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 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 will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.
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.
Beginning in April Highway 38 (Northwestern Avenue) will undergo roadwork. Access to our office will remain open.
Justin Moilanen will be virtually teaching the Retirement Planning Today® curriculum under the banner of UW-Parkside’s mini-course offerings. Read more and register.