At Baylake Wealth
Services, we are committed to helping our clients
turn their aspirations and financial dreams into
realities. Our dedication is firmly rooted in our goal to
provide high-quality, comprehensive financial services in an
atmosphere that allows us to get to know you better – your
family, your business, your financial goals and your investment needs.
Through our partnership with UVEST Financial Services, our
clients have access to a wide array of financial and wealth
management solutions, including services such as professional
money management, retirement and education planning, and
investment products including stocks, bonds, mutual funds,
annuities and insurance products. UVEST is a leading provider of
investment and insurance programs to financial institutions
across the country, and is a registered broker/dealer and an
NASD
member firm.To view your account online
click here. |
|
Products & Services |
|
Stocks & Bonds
Tax Advantaged Investments
Mutual Funds
Annuities
Insurance Products
Trust Services |
Individual Retirement Accounts
Business Retirement Plans
Retirement Planning
Education Planning & 529 Plans
Professional Asset Management
Financial & Estate Planning |
|
Ryan M. Freitag
(920) 430-9800
extension 3604
1-800-580-4440 |
Brian R. Hartl CMFC, CRPC
(920) 743-5551
extension 1066
1-800-267-3610 |
Pamela J. Lent
(920) 743-5551
extension 1065
1-800-267-3610 |
|
Contact us for a no-cost, no-obligation
financial consultation. |
|
Green Bay Area
1-800-580-4440
Door County
1-800-267-3610 |
Kewaunee Area
1-800-267-3610
Central Wisconsin
1-800-267-3610 |
*Securities are offered by and financial
consultants are registered with UVEST Financial Services,
Member
NASD /
SIPC. UVEST Financial Services and Baylake Wealth
Services are independent entities.
|
May Lose
Value |
Not FDIC Insured |
Not Bank Guaranteed |
| Not a Bank Deposit |
Not Guaranteed by any
Government Agency |
|
