Alexis Kopecky, Financial Advisor located in West Bend, WI

Financial Advisor
Alexis Kopecky

2360 W Washington St, West Bend, WI 53095opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Personal Interests

  • Animal Rescue
  • Golfing
  • Art & Theater
  • Outdoor Enthusiast
  • Traveling

Team Members

  • Jessica Eastman
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 03:00PM
Thu 08:00AM - 03:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(262) 334-3556

Fax

(877) 479-6167

Office Address

2360 W Washington St
West Bend, WI 53095opens in a new window

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