1845 North Farwell Avenue Suite 107
Milwaukee, WI 53202

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    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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    If you ever have questions about your plan or about specific financial products, get in touch.

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  • Contact Us

    If you ever have questions about your plan or about specific financial products, get in touch.

    Contact Us
  • Contact Us

    If you ever have questions about your plan or about specific financial products, get in touch.

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We are a proactive financial advisory firm dedicated to our clients’ successful achievement of their retirement income goals. We focus on helping our clients create and accumulate wealth and manage financial risk, while remaining attentive to the effects of taxation and inflation.

Jerrold Wicentowski is securities licensed in AR, AZ, IA, MA, MS, NY, PA, TX, VA, WA, and WI. Advisory licensing in AR, AZ, IA, NY, VA, WA, and WI.

 

 

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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through Harbour Investments. Member FINRA/SIPC, and a Registered Investment Adviser. Harbour Investments and Riskalyze LLC, are separate and unrelated companies. Registered Representatives of Harbour Investments may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

Securities and advisory services offered through Harbour Investments, Member FINRA/SIPC, a Registered Investment Advisor.

The information being provided is strictly as a courtesy.  We make no representations as to the completeness or accuracy of the information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site.  By clicking on the link above you will assume total responsibility and risk for your use of the site.

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