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1321 Stout Road
Just as we work with individual investors, we realize each organization has it’s own culture and concerns and qualified plans are not one-size fits all. We work with area employers to design customized employee retirement plans that fit business needs.
We work with employers both as the agent of record and on a consulting basis. We can provide education to your employees inside or outside of an employer-sponsored retirement plan.
*WMG, Waznik Moseler Group , LLC and Woodbury Financial Services, do not give tax or legal Advice. However we will work with your tax and legal advisors to coordinate your accumulation, conservation and distribution strategies.
firstname.lastname@example.org | 715-231-8800