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Inversión y Jubilación

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Personal Investments

Reach your personal investment goals with trusted, time-tested guidance. Making sense of over 7,000 mutual funds, plus thousands of annuities, insurance options, and individual securities is no small task.
Our partners can help you pare down your options to the right choices for you and your family. Contact a Registered Representative to take the first step towards a more secure, comfortable future.

Choose from a full investment portfolio:

Get help with several investment services, including:

Learn about our ABC's of money planning process:

Personal Investment ABC chart

Find dedicated service and a continued commitment

Selecting your investments is just a start to truly unparalleled personal service. You can keep tabs on the performance of your investments. And if you have any questions or your investment needs change, help is just one call away.

If you wish to schedule an appointment to discuss retirement, estate planning or a comprehensive review, call (715) 536-8351opens phone dialer or reach a member of the Park City Investment Center directly below.

Contact a Financial Professional

Jeff Konieczny

Jeff Konieczny

Rollover & Savings Representative

Perfil de Ryan Powers

Ryan Powers

Financial Professional
Rollover & Savings Representative

Kurt Powers

Kurt Powers

Financial Professional
Rollover & Savings Representative

https://brokercheck.finra.org/

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC.

Regulated by FINRA

Esta comunicación está dirigida a los individuos que residen en el estado de Wisconsin. El contenido de este sitio web no constituye una solicitud de compra o venta de valores en otros estados. No se pueden hacer o aceptar ofertas de ningún residente fuera de los estados específicos a los que se hace referencia.

Jeff Konieczny is not associated with Packerland Brokerage Services. Non-bank / credit union products and securities are not insured by the FDIC/NCUA or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Park City Credit Union or Park City Investment Center located at Park City Credit Union. Investments are subject to investment risk, including possible loss of principal amount invested.

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