Ameriprise Financial has opened a new branch office in Mequon. The office is at 11039 Towne Square Road (one block west of Ace Hardware).
The new branch is open Mondays through Fridays from 8 a.m. to 4:30 p.m. Its phone number is (262) 518-4120.
The office is home to three financial advisors who work primarily with individuals on retirement and financial planning: Mark Filla, CIMA®, and Scott Latzke, CFP®, of the Filla Latzke Group, and Tom Hille, CFP®. They offer nearly five decades of collective financial planning experience.
“We’re thrilled to open a new office in Mequon, and appreciate the warm welcome we’ve received,” said Paul Jackson, CRC®, Branch Manager. “This office will serve as a gateway to the north side of the greater Milwaukee area, and allow us to better serve new and existing clients. We look forward to building new relationships and being part of the Mequon community.”
The new branch will hold an open house Nov. 16 from 2 to 7 p.m.
As financial advisors, Filla, Hille and Latzke provide financial advice that is built on a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. For more information, please contact the Mequon office at (262) 518-4120.
Company:
Ameriprise Financial
11039 Towne Square Road
Mequon, WI 53092
