Showing posts with label WESTconsin Investment Advisors. Show all posts
Showing posts with label WESTconsin Investment Advisors. Show all posts

Monday, February 22, 2016

MomsEveryday Segment | Making a Savings Plan by Tim Carlson

Most of us know the importance of saving money and that we should SAVE more than we SPEND, right? But do you know what your options are when it comes to saving? And what’s the best option depending on your financial goals? Or how MUCH you should be saving? Tim Carlson, Vice President and Financial Advisor with WESTconsin Investment Advisors located at WESTconsin Credit Union discusses the benefits of saving, some options for saving, and how much we should save.

Watch MomsEveryday Segment

Contact Tim Carlson

Monday, February 1, 2016

WESTconsin Investment Advisors Welcomes Robert Dillon

EAU CLAIRE, WIWESTconsin Investment Advisors is pleased to announce Robert Dillon as Financial Advisor. Dillon’s responsibilities include providing insurance, investment and savings planning services in and around the Eau Claire, Barron, and Chippewa Falls markets. He joins Tim Carlson, Vice President and Financial Advisor, and Alex Burian, Financial Advisor, who work from WESTconsin Investment Advisor’s offices in Menomonie and River Falls respectively.

Friday, November 6, 2015

Social Security and Your Retirement Seminar

Register today for our Social Security and Your Retirement seminar on Wednesday, November 11, at 6 p.m. at our Hudson office. Click the following link to learn more and register online: http://ow.ly/UkTP0