What are the opening hours?

Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Paramount Financial Strategies

Home
United States
Oconomowoc, WI
Paramount Financial Strategies

Paramount Financial Strategies
A Financial advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can
interact on social media.

09/21/2026

What an incredible turnout at our client appreciation event! 🎉 We loved getting the chance to say thank you in person, share some laughs, and celebrate the relationships that make what we do so rewarding. Grateful doesn't even begin to cover it. Here's to many more moments like these! 📸

Thank you to everyone who came out, you're the reason we do what we do.

08/25/2026

Thank you everyone who stopped out at our event last week in Janesville! Everyone on the team was surrounded with great company, good food and some cold beverages!

08/14/2026

Great teams aren’t only built in meetings, sometimes the best way to grow is outside of the office.
Last Thursday, our team took to American Family Field to enjoy a day of baseball and bonding! ⚾️

08/12/2026

Congratulations to our very own Patrick Bortz for his recognition as a 2026 Best-in-State Next-Generation Wealth Advisor! www.forbes.com/lists/best-in-state-next-gen-advisors/

08/04/2026

Continuous learning is an important part of serving our clients well. In June, Patrick traveled to New York to attend the J.P. Morgan Conference, gathering insights on the latest market developments and economic trends to help support informed financial planning decisions.

07/28/2026

Paramount goes to Western Ontario Canada! Our own Nick Lenski is taking the week off fishing for his 25th annual fishing trip! Take in these views from the shore at camp.

07/22/2026

Sure is a beautiful morning here at Paramount. Hope everyone has a wonderful day!

07/09/2026

Please join us in welcoming our second intern this summer, Hayley Indermuehle!

Hayley is a 2024 graduate of Arrowhead High School and is currently attending Marquette University, where she is pursuing a degree in Finance and Marketing.

During her time with us, Hayley will work closely with our advisory team, learn the ins and outs of portfolio management, and gain hands on experience of the financial services industry.

We’re thrilled to have Hayley on the team and look forward to seeing all she accomplishes during the time with us. Welcome aboard!

06/30/2026

Please join us in welcoming one of our interns this summer, Quentin Duero!

Quentin is a 2023 graduate of Oconomowoc High School and is currently attending the University of Wisconsin-La Crosse, where he is pursuing a degree in Finance.

He's excited to dive into the financial services industry, gain hands-on experience, and most importantly, help people along their financial journey.

We're thrilled to have Quentin on the team and look forward to seeing all he accomplishes during his time with us-welcome aboard!

(Stay tuned to meet intern number two!)

06/23/2026

We are proud to announce that our very own Patrick Bortz has qualified yet again for the Five Star Wealth Manager Award this year. Also, Reb Bortz has been named to Forbes "Best-In State Wealth Advisors" list for 2026. Way to go guys and keep up the great work!

Address

121 Saint Paul Street
Oconomowoc, WI
53066

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

https://www.ameripriseadvisors.com/team/paramount-financial-strategies/

Alerts

Be the first to know and let us send you an email when Paramount Financial Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Paramount Financial Strategies:

Want your business to be the top-listed finance company in Oconomowoc?