Jose Alvarez
Jose Alvarez
Financial Advisor
(800) 924-0022 Ext. 7655
1060 Cornwall Avenue
Amery, WI 54001
Get Directions

My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

Professional Services
  • Investment Management
  • Tax-advantaged Investment Planning
  • Retirement Planning
  • Wealth Management
  • Financial Planning
  • Education Funding