Our Firm
Navigating Your Financial Future
At Marketplace Financial Group, LLC, we realize there is a difference between tactics and strategy. Many investors use a variety of sound tactics when distributing their money, but few have a sound strategy, or an overarching plan. When clients come to us, we provide them with a strategy that coordinates and streamlines their financial journey. We act as your financial architect, assembling various tactics to help you get the most from your investments.
We realize that each client has a specific set of goals to achieve. We work closely with you to develop and accomplish those goals. You can count on us to act in your best interest in all matters, big and small. Comprehensive, Independent, and Trusted aren’t just in our tagline, they are the words we live by.
Comprehensive
When crafting a complete financial plan, many variables come into play such as asset allocation, diversification, primary goals, and the time horizon for those goals. In our process, no item is overlooked. Marketplace Financial Group, LLC is committed to crafting a comprehensive financial plan for you that looks at all of the different financial variables. You can be at ease knowing that we have the skills and professional experience to handle your assets.
Independent
As a group of independent financial advisors, we are not beholden to any investment firms or third party vendors. Therefore, we are truly objective in the advice we give and the solutions we recommend. Our independence is one of the most important facets of our business. We do not take our responsibility as your financial advisor lightly, and an independent outlook is the key factor when evaluating any potential decision.
Trusted
Trust is a crucial component in any business operation. For us, it is doubly important. Our clients trust that our advisors have integrity and show accountability in their actions. We seek to establish long-term relationships with our clients and develop a strong bond to help ensure a prosperous future.
When you come to Marketplace Financial Group, LLC, you will find a group of people who care about you and your life. What is important to you is important to us. And together, we will work toward financial independence.
Marketplace Financial Group, LLC
109 East Bell Street
Neenah, Wisconsin 54956
Phone: (920) 886-0220
Fax: (920) 886-0217
Schedule a call or meeting with Karl
Schedule a call or meeting with Lisa
Products and services offered
- Financial planning
- Life insurance
- Disability insurance
- Long term care insurance
- Retirement planning
- Education funding strategies
- Group benefits
- 401(k) and profit sharing plans
- Deferred compensation programs
- Key employee insurance
- Key employee financial strategies
- Buy sell design & implementation
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Marketplace Financial Group, LLC are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IA, IL, IN, KS, MI, MN, MT, NC, OH, OR, PA, TX, UT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Marketplace Financial Group, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.