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Financial Planning & Information Services

115 Fourth St., De Pere, WI, 54115
Call us anytime (920) 336-0863

Financial Planning and Information Services offers a variety of services including investment/asset management, retirement planning, and tax planning. They are also knowledgable in other financial areas such as insurance and estate planning, charitable giving, education planning, cash flow, and budgeting. FPIS applies global insights to empower wise investments, providing professional asset management of various securities, works to protect your family’s financial future, and discovers the best tax strategies to leverage your current tax environment. FPIS tries to be as available as possible for their clients and involved in each client’s life as they can be to ensure a proper job is being done to help with their needs.

 

115 Fourth St., De Pere, WI, 54115

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