Vaklyes promoted to executive financial advisor with Waukesha Investments

By Freeman Staff

Dec. 10, 2017

Joe Vaklyes
Submitted photo

WAUKESHA Waukesha Investments, located at Waukesha State Bank, announced the promotion of Joe Vaklyes to executive financial advisor. Vaklyes has worked for Waukesha Investments since 2009 and is committed to providing financial guidance and investment solutions to help his customers meet their financial goals and objectives. As an executive financial advisor, he will continue to provide a variety of advisory and non-advisory financial services, including financial planning, retirement planning, portfolio reviews, retirement income planning, long term care insurance, social security strategies, gifting and estate planning, rollovers and fee based advisory options.

Established in 1985, Waukesha Investments serves clients throughout southeastern Wisconsin with a full range of financial products and services. Waukesha Investments makes investment and insurance services available through Cetera Investment Services LLC.