CALIFORNIA CONSUMER

The financial markets are complex and investment products can be complex. We believe it is better to keep things simple. For most investors we can keep things simple by utilizing mutual funds with a long-term track record and insured products for those investors looking for guarantees... At LaSalle, we believe in being a partner with our clients. We know that life is about more than just your finances. Conversations with LaSalle begin with approachability. We are exceptional listeners, and want you to feel at ease sharing important information with us. Knowing your values and vision for the future allows us to provide the very best financial advice for your situation. Whether you need help facilitating a 401(k) rollover, setting up Roth & Traditional IRAs, generating retirement income, or building diversified portfolios, we can help... When you call our office, someone will answer the phone from open to close - no menu-driven message systems here. We believe it is our responsibility..

Primary location: Rhinelander United States