Carter Buchman, Financial Advisor located in Windsor, WI

Financial Advisor
Carter Buchman

6725 Lake Rd, Windsor, WI 53598opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies

Personal Interests

  • Skiing
  • Personal Fitness
  • Hockey
  • Active Lifestyle

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(608) 535-4646

Fax

(844) 616-1251

Office Address

6725 Lake Rd
Windsor, WI 53598opens in a new window

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