Zachery Behlke

Zachery K. Behlke

Financial Representative

  • CPA
FINRA BrokerCheck
  • CA License: #4059414

1450 Rivers Edge Trl, Ste B
Altoona, WI 54720
715-835-3176 Visit my website

About my practice

Actively working and engaging with clients to not only make sure that they have a financial plan, but to make sure that they have a financial plan that connects to them emotionally. This means making sure there is a strong understanding of where clients are at today, and putting together a comprehensive financial plan that encompasses all of the client's short-term, mid-term, and long-term goals.

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