HBBA: Groeschl Strategic Wealth Management Group, an office of MetLife


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Groeschl Strategic Wealth Management Group, an office of MetLife

Rebecca Agamaite Groeschl Strategic Wealth Management Group, an office of MetLife (920) 632-1785 (920) 676-1740 ragamaite@metlife.com	1710 Lawrence Dr. Ste 100 DePere, WI Member Since: May 13, 2008 Number of Employees:

Our Business Philosophy At Groeschl Strategic Wealth Management Group, we strive to provide you with the strategies to create, manage, and preserve your wealth. Maintaining a strong relationship with you, based on both trust and integrity, is our goal. We are dedicated to listening to your concerns, and providing personalized service tailored to your individual needs. We are committed to your success! Services Financial Planning Wealth Management Services Taxation Strategies Estate Conservation Strategies Education Funding Strategies Investment Management IRA Consolidations/Rollovers Mortgage Protection Small Business Planning Lump Sum Pension Distribution Pension Payout Alternatives Retirement Planning Pension Transfers/Rollovers Charitable Giving Strategies We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc. (EGA) 300 Davidson Avenue, Somerset, NJ 08873-4175. Insurance and Annuities issued by Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advise offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC), a registered investment advisor, New York, NY 10166. EGA, MLIC, & MSI are affiliates.L05083555[exp0509][WI]