AFI Wealth Strategies

About

We offer a team approach to financial planning. Our boutique wealth management services include managing and planning all aspects of the financial futures of high-net-worth individuals, families and their businesses.

Impressum

AFI Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services, Inc.

We are registered in: AZ, CA, FL, IL, IN, IA, MI, MN, MO, NC, OK, SD, TX, WA, and WI.

Important Disclosure Information:
http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

"Our Green Bay wealth and financial advisors will take the time to fully understand your financial situation and goals. We have over 35 years of experience in financial planning and wealth management services like: investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more."