Maggie Moses, Financial Advisor located in Fond Du Lac, WI

Financial Advisor
Maggie Moses

CRPC™
201 S Marr Street Suite 1, Fond Du Lac, WI 54935opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • College Savings

Financial Advisor Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Reading
  • Cooking
  • Traveling

Team Members

  • Hannah Muraski
    Associate Financial Advisor
  • Stephanie Serwe-Wondra
    Sr. Branch Office Administrator
  • Kolina Painter
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 933-2426

Fax

(877) 612-6202

Office Address

201 S Marr Street Suite 1
Fond Du Lac, WI 54935opens in a new window

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