Advisors Management Group serves individuals and business across the country through their offices in La Crosse, Eau Claire, and Green Bay WI. We are more than a typical financial advisory firm. We are your strategic financial advocates - helping you with all aspects of financial decision-making and partnering with you throughout the year to make sure you remain on a healthy financial path.
Offering a comprehensive line of services, we strive to give clients peace of mind in knowing their financial futures are secure. In addition, the collaborative efforts of our investment advisory, financial planning, business consulting, and tax and accounting teams offer clients the assurance that complex financial planning, accounting and annual tax compliance tasks are handled in a way for you to reach your goals.
Offering a comprehensive line of services, we strive to give clients peace of mind in knowing their financial futures are secure. In addition, the collaborative efforts of our investment advisory, financial planning, business consulting, and tax and accounting teams offer clients the assurance that complex financial planning, accounting and annual tax compliance tasks are handled in a way for you to reach your goals.
Services
Advisors Management Group was organized in 1988 as a Registered Investment Advisor firm. Our firm provides investment advisory, financial planning, business consulting, accounting, tax planning, and tax preparation for individuals and small businesses. The collaboration between these services provides maximum performance for our clients' personal and business assets.
At Advisors Management Group, we are a team of experienced and dedicated professionals-committed to serving individuals and small businesses in all areas of financial decision-making. We invite you to contact us directly and look forward to getting to know you on a personal level. While you are here, take a moment to meet our staff.
Rebecca joined the firm in 2011 as an Investment Advisor Representative. In this role, she works with clients to manage their investment assets and help them obtain their financial objectives. Rebecca brings a great deal of experience to the team having worked for several years at Marshall & IIsley Bank and MetLife.
Shay joined Advisors Management Group in June of 2020. Prior to joining the firm, he worked as an operations analyst. In that position he led the charge on continuous improvement, which included updating and creating new processes to make sure they were efficient, well-maintained, and up to date. To further his education, he is pursuing a Bachelor's Degree in Data Analytics.
Reviews (2)
Barbara Forsberg
Oct 31, 2020
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Heidi Lueck
Oct 29, 2017
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A colleague originally referred me when looking for expertise for small businesses. I utilized their CPA services for my own business for 11 years when they were C&S Accounting and Tax Services. They lied about returning phone calls (thank you, caller ID), made a costly mistake on our return that was fortunately paid for by them, and cost us a ding by the state on our tax return. We took our business elsewhere.
