Personal

Whatever your goals, JA Counter in New Richmond, Wisconsin can help you get there! We provide investment and insurance advice that is individually customized for each client. We will help you translate your dreams into a plan aligned with your goals and risk tolerance.

We will periodically monitor your insurance and investments and review your portfolio with you to be sure your objective or life situation has not changed .

We have access to the following products and services

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Retirement Planning

  • Individual Retirement
  • Account (IRA)
  • Roth IRAs
  • Direct Rollovers of 401(k)s and 403(b)s
  • Retirement Plans
  • Social Security Education
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Wealth Management

  • Management Portfolios
  • Mutual Funds
  • Stocks
  • Bonds
  • REITs
  • Trust Services*

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Insurance Services

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Estate Planning

  • Do you have an estate?
  • If the estate is small, should you still plan?
  • Do you have to create an estate plan?
  • Why not just a will?*
  • Where do you begin?
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Charitable Giving

  • Charitable Remainder Trusts
  • Life Insurance



Travel Insurance

Click Here to obtain your Personal Wealth Organizer

*Neither Cambridge Investment Research, Inc., nor its representatives provide legal, tax nor accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of Cambridge.