Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening

Contact Info

•   715-231-2058
•   (715) 231-4744
•   [email protected]
•   Facebook

Products

• Annuities
• Bonds
• CDs
• Fee-Based Investments Advisory
• Common Stock
• Educational IRA
• ETFs
• Fee-Based Investments Advisory
• Government Securities
• Insurance: Life, Disability, Long-Term Care
• Medicare Supplement
• Mutual Funds
• Roth IRA
• SEP IRA
• Simple IRA
• Stocks
• Traditional IRA
• Treasury Notes

Services

• Fee-Based Financial Planning
• Retirement
• Charitable
• Social Security and Estate Planning
• Investment Advisory Services
• Fee-Based Financial Planning
• Wealth and Investment Management

Specialities

• 16 Years of Experience
• Our firm specializes in helping individuals develop sound retirement strategies.
• If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.,
• The Chippewa Valley
• Wednesday Evenings by Appointment Only

Payment Methods

• MasterCard

Special Considerations

CFP - Certified Financial Planner, CAP - Chartered Advisor in Philanthropy, RICP - Retirement Income Certified Professional, ChFC - Chartered Financial Consultant, CLU - Chartered Life Underwriter, CASL - Chartered Advisor in Senior Living, CKA - Certified Kingdom Advisor, Chamber of Commerce, FPA - Financial Planning Association, NAIFA - National Association of Insurance and Financial Advisors, FSI - Financial Services Institute, Dunn County Humane Society, Community Foundation of Dunn County.