Patty H. Fenstad, CFP
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Introduction: I have 28 years of guiding my clients during times of asset decision making, tax planning and wealth transfer to achieve the goals and objectives of their current and future lifestyle. I am a very good listener and go beyond the call of duty to serve my clients' needs. My clients become my friends.
I am licensed in securities, insurance and real estate. In 2010, I was named a five-star wealth manager and was featured in the Milwaukee magazine.
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