Thrivent Financial

Thomas P Massnick, AGT - Thrivent Financial-Lutherans in Oconomowoc, WI, is dedicated to helping individuals and families create financial plans that align with their values and goals. Their financial advisors offer a range of services, including budgeting, retirement planning, and investment guidance, all designed to support clients throughout various stages of life. In addition to their financial services, Thrivent emphasizes community involvement, encouraging clients to give back and support local needs. With a strong focus on personalized financial strategies, they aim to empower clients to make informed decisions about their financial futures and contribute positively to their communities. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Oconomowoc, WI area, Jessica E Mathias will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Waukesha is here for you, serving the areas of Menomonee Falls, Oconomowoc, New Berlin and Racine. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.