Bob Pulaski

Bob Pulaski

Pulaski Financial, LLC
N61 W35594 Bayshore Circle
Oconomowoc, WI 53066 

Financial Registrations: Series 6, 63 & 26, Investment Advisor Representative
Professional Registrations: CFP
Insurance Licenses: Acc/Health, Life, and Variable Annuity
Year’s of Experience: 19

Specialize in: 401(K) Plans

Guiding clients from the start of the accumulation stage, through the distribution stage of their retirement plan.

Professional Objective: I guide and assist my clients through semi, quarterly, or annual meetings. I have annual plan reviews to locate the best plan for them to meet their needs, and help with coordinating and consolidating investments, administration and payroll.

Counties: Milwaukee, Washington, Jefferson, Walworth, Racine, Kenosha

Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity - Member FINRA and SIPC 

 

 

Phone (414) 640-9240