Greg Monson, Financial Advisor

FINANCIAL ADVISOR
Greg Monson

3019 Superior Avenue, Sheboygan, WI 53081opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Personal Interests

  • Community Outreach
  • Volunteering
  • Traveling
  • Active Lifestyle
  • Sports Enthusiast

Team Members

  • Kyra Monson
    Associate Financial Advisor
  • Jill Spielvogel
    Sr. Branch Office Administrator
  • Holly Genske
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 458-3242

Fax

(888) 862-2641

Office Address

3019 Superior Avenue
Sheboygan, WI 53081opens in a new window

Mailing address

Po Box 689
Sheboygan, WI 53082

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