Ostrander Financial Group LLC
Now in their fifth year of business-Terry Ostrander and his wife Sandy purchased the building located across the street from the Rahr-West Art Museum in Manitowoc, in which Terry now operates Ostrander Financial Group as a Financial Advisor, and is the home of Cobblestone Tax Service and Park Street Investments. Ostrander Financial Group, LLC offers tax and retirement planning, as well as investment advice and tax preparation and e-filing. As the owner of Ostrander Financial Group, LLC, Terry Ostrander made a commitment to gaining the expertise and credentials that enable him to evaluate the impact of financial planning on your tax liability.
Terry Ostrander
Sandy Ostrander
540 N 8th Street, Manitowoc, WI 54220 p (920) 684-4634 f (920) 684-6005 2 | locally owned business
He’s passed national examinations that earned him the designations of Chartered Retirement Planning Counselor, Certified Fund Specialist, Certified Annuity Specialist and Certified Tax Specialist. Between working for several tax firms and owning/operating his own investment and tax firm, Terry has over 35 years of tax preparation experience and over 20 years of investment advisory experience. Terry is also a member of the Wisconsin Accountants Association and the National Association of Tax Professionals. He has also surrounded himself with other experts in the tax and financial fields. Cheryl Mellberg, the office manager and a tax advisor, also provides tax planning, preparation and advice. Cheryl has been a professional associate of Terry’s for over 10 years and is in her 11th year of tax preparation and e-filing service and has completed over 4,000 tax returns professionally. Also preparing taxes is Rachael Jimenez who is in her fourth year as a tax advisor and has filed more than 1,000 tax returns professionally. Securities and Investment Advice Offered Through CAPITAL FINANCIAL SERVICES, INC Broker Dealer - Investment Advisor - Member FINRA / SIPC #1 North Main Street, Minot, ND 58703 (701) 837-9600
Sunday, february 28, 2016 | lakeshore chronicle