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Ellenbecker Investment Group logo — company profile

Ellenbecker Investment Group

Founded 1996 United States Waukesha, United States 42 employees Financial Services, Banking

General Information

Company Name Ellenbecker Investment Group
Founded Year 1996
Location United States Waukesha, United States +2
Employees 42
Industries Financial Services, Banking
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About Ellenbecker Investment Group

Ellenbecker Investment Group is a financial services and banking startup that has been empowering individuals to achieve holistic wealth since 1996. The company's approach revolves around the belief that true wealth is derived from a comprehensive understanding of the financial, personal, and social dimensions of an individual's life. By integrating these aspects, they aim to provide a personalized plan that encompasses all aspects of an individual's financial situation. The company's emphasis on a whole-person approach is underscored by their commitment to understanding the personal values and transitions of their clients. This personalized approach is further complemented by the application of financial best practices to evaluate the effectiveness of existing investments and develop a comprehensive strategy. Ellenbecker Investment Group also prioritizes ongoing engagement through regular meetings and individualized attention, ensuring that clients are fully involved and familiar with the trajectory of their financial plan. This commitment is reinforced by their advisory services that prioritize the client's financial confidence and knowledge. In addition to its comprehensive approach, the company is committed to transparency and integration, aiming to align all aspects of the client's financial and investment disciplines into a cohesive strategy. Although the company does not provide tax or legal advice, its focus on diversification and asset allocation aims to mitigate risks and promote positive results for its clients. Overall, Ellenbecker Investment Group offers a comprehensive and integrated approach to wealth management, prioritizing the individual needs and values of its clients while fostering financial confidence and knowledge.

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Ellenbecker Investment Group Alternatives & Competitors

Ellenbecker Investment Group vs
Foguth Financial Group
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Ellenbecker Investment Group vs
Chatterton & Associates
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Ellenbecker Investment Group vs
Family Capital Management (Grand Rapids, MI)
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FAQ About Ellenbecker Investment Group

At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important...
Ellenbecker Investment Group was founded in 1996.
Ellenbecker Investment Group is headquartered in Waukesha, United States.
Ellenbecker Investment Group operates in the following industries: Financial Services, Banking.
Ellenbecker Investment Group has approximately 42 employees.
Top alternatives and competitors to Ellenbecker Investment Group include Foguth Financial Group, Chatterton & Associates, Family Capital Management (Grand Rapids, MI), Fintoo, Bulwark Capital Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Ellenbecker Investment Group and Foguth Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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