Planning Today For A Better Tomorrow

General Info

Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening, in Menomonie, WI, is the area's leading financial services company serving Menomonie, Hudson, Eau Claire and surrounding areas since 2005. We specialize in retirement planning, estate planning, investment services, long term care insurance and more. For all your financial service needs, contact Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening in Menomonie.

Extra Phones

Fax: 715-231-4744

Public Mobile: 877-881-2058

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Categories

Investments, Annuities & Retirement Insurance Plans, Business & Commercial Insurance, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Life Insurance, Retirement Planning Services

Services/Products

Fee-Based Financial Planning, Wealth and Investment ManagementRetirement, Charitable, Social Security and Estate Planning, Investment Advisory ServicesFee-Based Investments Advisory, ETFs, Stocks, Bonds, CDsAnnuities, Mutual Funds, Insurance: Life, Disability, Long-Term Care, Medicare Supplement

Payment Options

Location

In the Same Building as DMV. Next to Mayo Clinic.

Amenities

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Accreditation

ChFC - Chartered Financial Consultant

CFP - Certified Financial Planner, CAP - Chartered Advisor in Philanthropy

CLU - Chartered Life Underwriter, CASL - Chartered Advisor in Senior Living

RICP - Retirement Income Certified Professional

CKA - Certified Kingdom Advisor

Other Links

Primary Website

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