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Get Started







                  So what are you waiting for?  Let’s get started!
 

It is simple – give us a call at 715-231-8800 or email info@wmgllc.net and schedule an initial meeting with an Advisor.

We have offices in Menomonie, Rice Lake and Superior, WI.  While meeting at one of our offices is preferable, we do conduct meetings over the phone and at other locations.

 


             
     Preparing for your Meeting:

 

The following information is helpful to bring to your initial meeting:

1. Current statements for investment accounts - including those with your current employer(s)

2. Approximate balances for bank accounts – savings, checking, etc..

3. Approximate value of real estate holdings

4. Approximate value of outstanding debt – mortgages, automobiles, credit cards, etc…

5. Declaration pages for current life insurance, long-term care and disability policies

6. Previous year’s tax return

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Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC and Registered Investment Adviser. WMG Waznik Moseler Group, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.
Not FDIC Insured • No Bank Guaranteed • Not a Bank Deposit • Not insured by Any Federal Government Agency • May Lose Value

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IL, IN, IA, KS, MI, MN, MS, NV, NY, OH, OR, SD, TX, UT, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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