Investment Services

PCB Retirement and Investment Management was formed to help you define and implement a suitable financial plan for your specific situation. Over the years, through a variety of market conditions, we have been able to assist clients in creating greater financial stability and security for their families, their businesses and their individual lives.

Our Experience

We specialize in helping our clients sort through the available tools and options and create a simple investment strategy that has a goal of meeting both short and long-term financial needs. Our clients appreciate our "sleeves rolled" approach to work toward building effective investment strategies and helping them manage their investments with trust and confidence. After all, a sound investment strategy helps prepare us for unknown market conditions.

Our Commitment

As investment professionals, a strong reputation is the key to our success. As your financial professional, we will do everything in our power to understand where you want to go, advise you on how to work toward getting there, keep you focused on the path and provide support and discipline along the way. We are successful only when your financial goals are achieved.

If you have any questions about your current financial situation and wish to schedule an appointment, e-mail us or call us at (608) 795-2120

Visit the PCB Retirement and Investment Management Website

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, IL, MN, ND, SD, TX, WI.