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Personalized wealth management services on the shores of Lake Superior

Helping you protect your  family's wealth and make work optional.*

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Working as a team to help you succeed

Helping you protect your  family's wealth and make work optional.*

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Feel relaxed about your financial security

Helping you protect your  family's wealth and make work optional.*

 

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Ringenberg Financial Group

With more than 30 years of experience assisting clients, we listen to what is important to you and personalize our services for your specific situation and the needs of your family.  *This often includes Comprehensive Financial Planning, Investment Management, and coordinating your professional team.  Committed to acting in your best interest, we hold ourselves accountable to a fiduciary standard to assure our actions remain consistent with our values.

*Comprehensive Financial Planning

Personal financial planning requires experience and competency across a wide range of financial disciplines, as well as the time and commitment to understand your individual needs.

*Risk Management Plan & Investment Strategy

Your risk management plan and investment strategy will only be successful if you have confidence it will accomplish your objectives in a manner that is comfortable for you.

Learn more today

about how we can help

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T. Jay Jones

Financial Advisor

T. Jay Jones has served clients as a financial advisor for more than 30 years. He began his career with Edward Jones in 1986 opening the firm'...

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Marsha Franzel

Financial Paraplanner Qualified Professionalâ„¢

Marsha has over twenty years of experience in the financial services industry providing client service and performing administrative office...

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Tara Apprill

Client Service Administrator

Originally from St. Louis Missouri, Tara moved to Northern Wisconsin to attend Northland College on the beautiful shores of Lake Superior. ...

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Rachel Floran

Support Specialist

Rachel has worked in people-oriented fields in both the public and private sectors for many years. Most recently, she was the...

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Abby

Office Herold

Abby is an 11-years-old Labrador mix who joined Ringenberg Financial Group along with her pet parent, Rachel. Abby is highly skilled at greeting...

Contact info

  •   1000 Lakeshore Drive West, Ashland, WI 54806
  •   715-682-3430
  •   info@ringenbergfg.com

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Ringenberg Financial Group and United Planners Financial Services are independent companies.

*T. Jay Jones is a Registered Representative offering securities and advisory services through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.

This communication is strictly intended for individuals residing in the following states: AZ, CA, FL, GA, IL, MI, MN, ND, NY, OR, PA, and WI.  No offers maybe made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This page may contain links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Ringenberg Financial Group nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

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