Jodie Poe, Financial Advisor located in Oregon, WI

Financial Advisor
Jodie L Poe

165 W Netherwood Rd, Oregon, WI 53575opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Personal Interests

  • Outdoor Enthusiast
  • Camping
  • Hiking
  • Skiing
  • Traveling

Team Members

  • Teresa Briggs
    Sr. Branch Office Administrator
  • Sarah Carpenter
    Associate Financial Advisor

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(608) 835-8753

Fax

(877) 222-6063

Office Address

165 W Netherwood Rd
Oregon, WI 53575opens in a new window

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