Ricki Holtzman, Financial Advisor located in Watertown, WI

Financial Advisor
Ricki Holtzman

1319 W Main St, Watertown, WI 53094opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Intergenerational Planning
  • New Investors

Team Members

  • Tracy Lapp
    Sr. Branch Office Administrator
    FPQP®
  • Tia Pauli
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 545-0669

Fax

(877) 540-0631

Office Address

1319 W Main St
Watertown, WI 53094opens in a new window

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