Investment Advisors
No Extra Charge for Our Financial Plans
Over 100 Years of Combined Experience
Independent Financial Advisors
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Expert Investment Advisors in Western and Northern Wisconsin
At Waznik Heike Group, LLC, we understand the complexities of financial planning and investment management. Our team of seasoned investment advisors is dedicated to helping you navigate the financial landscape with confidence. Whether you're looking to grow your wealth, secure your retirement, or diversify your portfolio, we offer a comprehensive range of investment options tailored to your unique needs, such as:
- Equity investments
- Individual stocks
- Mutual funds
- Exchange-traded funds (ETFs)
- Fixed income investments
- Corporate bonds
- Municipal bonds
- US Treasury and agency securities
- Mortgage-backed securities
- Fixed annuities
- Alternative investments
- Real estate investment trusts (REITs)
- Unit investment trusts
- Variable annuities
Contact us today to discuss your investment needs and discover how we can help you achieve your financial goals.
Why You Need an Investment Advisor
Managing investments can be daunting, especially with the ever-changing market conditions. Here’s why partnering with Waznik Heike Group can make a significant difference:
- Expert guidance on equity and fixed-income investments
- Access to a variety of investment vehicles
- Customized investment strategies to meet your goals
- Professional management of individual stocks and mutual funds
- Insight into alternative investments and REITs
- Comprehensive portfolio management
Reach out to us to learn more about how our investment advisors can help you make informed decisions and optimize your portfolio.
Our Commitment to You
At Waznik Heike Group, we pride ourselves on providing exceptional service and expert advice. Here’s what sets us apart:
- Experienced and knowledgeable staff with over 100 years of combined experience
- Honest and fair advice tailored to your financial goals
- Local resources and community involvement
- Institutional and portfolio research
- Beneficiary & estate planning
- Independent financial advice to find the best products for your needs
- Responsive service, with calls returned within 24 hours
- No extra charges for financial plans
- Flexible consultation scheduling
- Locally owned and operated
Call us today to experience the difference of working with a dedicated and professional team of investment advisors.
Contact Us
Ready to take control of your financial future? Get in touch with Waznik Heike Group to schedule a consultation with one of our experienced investment advisors. We're here to answer your questions and provide the guidance you need to achieve your financial goals.
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Investment Advisors With Over 100 Years of Combined Experience
Call us today to get started.
(715) 231-8800
Learn More About
Waznik Heike Group, LLC
Located in Menomonie, WI, Waznik Heike Group, LLC specializes in financial planning and investment advising services. No extra charge for our financial plans. Over 100 years of combined experience. Independent financial advisors. Call us today.
Business Hours
- Mon - Fri
- -
- Sat - Sun
- Closed
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Securities and investment advisory services offered through Osaic Wealth, Inc., member
FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Menomonie, WI 54751. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, IL, KS, MN, SC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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