11/4/23 Ribbon Cutting at Waypoint Financial Solutions
4 November 2023 News
Fond du Lac, Wis. – Envision Greater Fond du Lac hosted a ribbon cutting with member organization, Waypoint Financial Solutions, to celebrate new ownership and location.
Waypoint Financial Solutions is a full-service financial advisory business committed to helping people pursue their financial goals and dreams. They offer a wide range of financial products and services to create a customized plan for individuals and business owners.
Earlier this year, Waypoint Financial Solutions acquired Rose Bertrum, LLC. This Fond du Lac location is known as The Compass Rose branch of Waypoint Financial.
The Compass Rose branch of Waypoint Financial Solutions is located at 879 Forest Avenue in Fond du Lac. To learn more, including information on estate planning, insurance, investment, lifestyle, money management, retirement, and tax, please visit them online.
For more about Envision Greater Fond du Lac, please visit envisiongreaterfdl.com.
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