Business Wealth Management


Park Avenue

Park Avenue Investments is an independent financial firm located at our Prairie du Sac office. Since 1999, they have provided a full range of planning, insurance, and investment services to the Sauk Prairie area and beyond. Their services include:

  • IRA and 401(k) rollovers
  • Retirement income strategies
  • Traditional and Roth IRAs
  • Long-term care planning
  • Mutual funds
  • Fixed and variable annuities
  • Life insurance

Contact Park Avenue Investments

Call 608.644.2712 Advance to Park Avenue

Trust Point

Trust Point, Inc. offers investment and retirement planning options for your business or employees. With headquarters in La Crosse, their staff includes advisors, planners, attorneys, and accountants. Trust Point provides businesses and individuals with:

  • Investment management
  • Financial planning
  • 401(k) and profit-sharing plans
  • Revocable trusts
  • Irrevocable trusts
  • Foundations and philanthropic services

Contact Trust Point

Call 608.782.1148 Go to Trust Point

Additional Services

Retirement Planning

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