JM
James M. McGlone, CFP, MSFS
Financial consultant
0(0 reviews)
Services Offered
- financial planning
- investment management
- retirement planning
- wealth accumulation strategies
About
James M. McGlone is a Certified Financial Planner (CFP®) based in Appleton, Wisconsin, providing financial planning and investment guidance to clients in the area. He specializes in retirement planning, investment management, and wealth accumulation strategies. With a focus on personalized service, James works closely with individuals and families to help them achieve their financial goals. His expertise is aimed at those seeking to build long-term financial security and navigate important life transitions.
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Location
3601 E Evergreen Dr, Appleton, Wisconsin
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Business Information
Address
3601 E Evergreen Dr
Appleton, Wisconsin 54913
Phone
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Website
Business Hours
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