Jill Steenis, Financial Advisor located in New Richmond, WI

Financial Advisor
Jill Steenis

CFP®, CEPA®, ABFP®, AAMS®
1448 Hamilton Ave, New Richmond, WI 54017opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Music
  • Skiing

Team Members

  • Donette Shepherd
    Sr. Branch Office Administrator
  • Ciara Landry-Rivard
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(715) 246-0790

Fax

(888) 289-9531

Office Address

1448 Hamilton Ave
New Richmond, WI 54017opens in a new window

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