Protective Financial Services

Protective Financial Services Our approach to financial planning utilizes a four-step educational process to:

1. Identify your needs, objectives and concerns
2.

Twenty plus years of Exceptional Financial Planning and Customer Service combined with truly caring about our clients and their families is what sets us apart from the competition. Help you understand all of your options
3. Implement a tailored plan to solve your problems and reach your goals
4. Schedule periodic reviews of your plan

07/08/2025

It’s not uncommon for Americans to feel like they’re not saving enough for retirement β€” no matter their age or income level.

But earning a higher salary can help you save more, as long as you increase your contributions along with your income. So it may not be surprising that workers with higher incomes tend to have higher 401(k) balances, according to newly released data from asset management firm Vanguard. cnb.cx/3G9dgk9

Happy First Day of Spring!! Bring on the Sunshine! πŸ˜€
03/19/2025

Happy First Day of Spring!! Bring on the Sunshine! πŸ˜€

Happy St. Patrick's Day from Protective Financial Services!!  We are So Lucky to have our amazing clients!!  Thank you! ...
03/17/2025

Happy St. Patrick's Day from Protective Financial Services!! We are So Lucky to have our amazing clients!! Thank you! πŸ€πŸ€πŸ€πŸ€πŸ˜€

Happy New Year 2025!!! With each new year comes new hope, new possibilities, new adventures, new friends, and new opport...
01/01/2025

Happy New Year 2025!!! With each new year comes new hope, new possibilities, new adventures, new friends, and new opportunities for us to show you just how much we appreciate your business. Cheers to a banner year of growth and satification! πŸŽ‰πŸŽ‰

It's that time of year again! Time to meet and go over your accounts and Financial Plan. Looking forward to seeing all y...
12/02/2024

It's that time of year again! Time to meet and go over your accounts and Financial Plan. Looking forward to seeing all your smiling faces in the coming weeks! πŸ˜€

Happy Thanksgiving from Protective Financial Services!! This time of year we pause and give thanks to God for all of our...
11/28/2024

Happy Thanksgiving from Protective Financial Services!! This time of year we pause and give thanks to God for all of our blessings and especially for our clients and their families who make our business a true joy! Thanks for trusting us with your financial needs.

Happy Thanksgiving!! Today and tomorrow we are open by appointment only. We will be closed this week Wednesday, Thursday...
11/25/2024

Happy Thanksgiving!! Today and tomorrow we are open by appointment only. We will be closed this week Wednesday, Thursday, and Friday to allow our valuable staff to enjoy Thanksgiving with their loved ones and friends. πŸ˜€

Address

Green Bay
Ashwaubenon, WI

Opening Hours

Monday 9am - 3pm
Tuesday 9am - 3pm
Wednesday 9am - 3pm
Thursday 9am - 3pm
Friday 9am - 12pm

Telephone

+19202507223

Alerts

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