BOM INVESTMENT GROUP
Meet Our Investment Advisor Representative
Paul R. Coggins
CERTIFIED FINANCIAL PLANNER™ Professional
Registered Representative of Infinex Investments, Inc.
P.O. Box 183
Mauston, WI 53948
Phone: (608) 847-2558
Paul provides personalized investment and wealth management solutions to individuals and businesses. He comes to BOM investment Group with more than 40 years of investment experience. He is a fully qualified Certified Financial Planner Professional.
Specializing in the areas of:
- Wealth Accumulation
- Business Succession Planning
- Wealth Distribution
- Wealth Transfer Strategies
Paul is committed to upholding the highest traditions of personal financial planning for his clients. He firmly believes that individuals need and deserve to work with an investment professional who focuses on their unique situations, and has a passion to help clients reach their goals and fulfill their financial dreams.
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. BOM Investment Group is a trade name of the bank. Infinex and The Bank of Mauston are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.Visit Website