Financial Advisors in De Pere, WI
Contact
Phone: 920.336.8560
Location
116 3rd Street
De Pere, WI 54115
Financial Services Offered in De Pere, WI
At Merit Financial Advisors in De Pere, WI, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team

Michael F. Ajango
Wealth Manager, Partner

AJ Mahnke
Wealth Manager

Andrea Zoeller
Wealth Manager, Partner

Kim Kielpikowski
Client Service Manager

Danielle Green
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.