J A Counter Associates Inc

Capstone Financial Group, a branch of Thrivent Financial located in New Richmond, WI, offers comprehensive financial planning services to help clients achieve their goals and dreams. With a focus on retirement income planning, cash flow management, and legacy planning, their team of experienced professionals like Scott Barth and Phil Novicki work closely with clients to align their investment strategies with a dedicated planning process. Specializing in the retirement red zone, Capstone Financial Group provides personalized solutions for individuals looking to secure their financial future. Whether it's maximizing pension benefits, managing risk, or optimizing tax efficiency, their team is dedicated to helping clients navigate the complexities of financial planning with expertise and care.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.