Straight Arrow Financial Group
Financial ServicesView the employees at
Straight Arrow Financial Group-
Jennifer Pagelsdorf Client Service Specialist at Straight Arrow Financial Group
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Hubertus, Wisconsin, United States
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Rising Star
Elizabeth Fox Client Service Specialist at Straight Arrow Financial Group-
Top 5%
Nick Wendt, CFP® Wealth Advisor at Straight Arrow Financial Group-
Richfield, Wisconsin, United States
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Top 10%
Quinn Hoopman Young Professional | 2022 Graduate |-
Wisconsin, United States
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Rising Star
Quinn Hoopman Young Professional | 2022 Graduate |-
Wisconsin
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Rising Star
Overview
At Straight Arrow Financial Group, we thrive on giving confidence to you and your loved ones. Through genuine relationships, reliable team knowledge and honest advice, we are here to help you work towards your financial goals. When you join our group, you become family and we believe that “family is not an important thing. It is everything.” Michael J. Fox At Straight Arrow Financial Group, our licensed staff is organized to assist you with your entire planning needs. Whether you are: - Creating an income stream, - Navigating the health care gauntlet, or - Passing your savvy habits to your children We are here for you when you need us the most. With LPL’s state of the art technology, our extensive health care planning and client involvement, we want you to know that your livelihood is our top priority. Find out what your family’s future holds with Straight Arrow Financial Group. Securities offered through LPL Financial Member SIPC www.sipc.org. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Straight Arrow Financial Group and Independent Advisor Alliance are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to conduct securities business, visit my website at www.straightarrowfg.com.
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