Charles Wilson, Financial Advisor located in Green Bay, WI

Financial Advisor
Charles B Wilson

AAMS®, CRPC™
2763 Manitowoc Rd Suite D, Green Bay, WI 54311opens in a new window
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Focus Areas

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

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Team Members

  • Tina Novotny
    Sr. Branch Office Administrator

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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 Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 465-7288

Fax

(877) 222-0028

Office Address

2763 Manitowoc Rd Suite D
Green Bay, WI 54311opens in a new window

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