Julie Geszvain's Contact Details

Julie Geszvain's Company Details

WFA Asset Management

Whitefish Bay, WI, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

At WFA Asset Management Corporation, we are responsible for our client's financial dreams.This responsibility is both a commitment and an honor. It defines who we are as a company. Implicitly, we pledge to place the needs of our clients first, and to offer advice that is free from conflicts of interest.Our advice focuses on providing our clients with unbiased guidance to clarify their long-term investment objectives, to create sound investment plans, and to use objective research in determining ultimate investment decisions. We maintain our commitment further through continuing education, to stay current on financial and regulatory issues affecting our clients.By staying committed to our goal of helping investors take control of their financial lives and by striving to provide the very highest standard of service, we seek to remain worthy of the great trust our clients place in WFA Asset Management Corporation and in each of us.