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…
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.
Justin Moilanen teaching virtual Retirement Planning Today® course in March
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.
Justin Moilanen teaching virtual Retirement Planning Today® course
Justin Moilanen will be virtually teaching the Retirement Planning Today curriculum as part of UW-Parkside’s mini-course offering. Read more and register.
COVID-19: How we’re keeping you (and us) safe
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.
Watch 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.
Helping build secure futures for local teens
Vince Tortorici volunteers teaching Money Sense to teens at Park High School.