As of Monday, March 16, 2020, to help stop the spread of COVID-19, our offices will only be speaking with clients via telephone. We are asking you not to come into our office at this time. This is for the safety of our clients, our employees and the community. Please do not enter our offices to speak with anyone, but instead give us a call. Please do not expect to be able to enter our offices.
1411 N. 4th Street, Suite 103
Tomahawk, WI 54487
136 Green Bay Road
Thiensville, WI 53092
All client reviews and meetings will be Telephone Only until further notice. We are also asking our clients to mail all checks/contributions to be deposited into client accounts, instead of bringing them into our offices.
Please remember to:
Make your checks payable to: NFS (National Financial Services)
Include your Account # or Registration Name (ex: Jim’s IRA, Sally’s TOD, Harry’s Trust, Jim and Sally’s Joint, etc.)
Include the Contribution Year (2019 or 2020)
WHAT ARE YOUR DREAMS?
WHAT BRINGS YOU JOY?
WHAT ARE YOUR HOPES FOR THE FUTURE?
Our Advisors are here to guide you through the emotional and financial aspects of a meaningful retirement. We are with you every step of the way to make your vision come to life.