Laura Mossakowski, LLC

Laura Mossakowski, LLC is a Financial Planner in Ashwaubenon, WI. The firm specializes in financial care for women and their families, particularly during major life transitions such as widowhood, divorce, or job changes. Laura Mossakowski, CFP®, serves as the founder and CEO, leading a team that includes Financial Advisor Assistant Anthony Tremblay and Financial Par Alyssa Helmrick. The practice offers comprehensive services including retirement income planning, divorce strategies, 401(k) rollover services, college funding strategies, estate protection, and wealth accumulation analysis. Laura holds the CERTIFIED FINANCIAL PLANNER® designation from the CFP Board of Standards, Inc., and is registered with Series 7, 63, and 65 licenses through LPL Financial, along with Life and Accident & Health insurance licenses. Anthony Tremblay also holds Series 7 and 66 registrations through LPL Financial and carries Life and Accident & Health insurance licenses. The firm provides guidance on investments such as bonds, mutual funds, and government securities, as well as financial planning for retirement, estate, and insurance needs. The business holds a 5.00 rating based on customer reviews.

The team emphasizes a holistic approach, prioritizing long-term relationships built on open and honest communication. Laura Mossakowski graduated with a Bachelor degree from the University of Wisconsin, Green Bay before beginning her practice. The firm aims to help clients organize their finances to fit new circumstances, offering compassionate support and caring guidance. Services extend to disability income insurance, life insurance, long-term care insurance, Medicare Supplement, and Medicare Part D. The firm also assists with business planning, including buy/sell insurance, company retirement plans, and employee benefits. Laura and her husband Pete have a son, Eli, and they enjoy traveling, outdoor activities, and volunteering in the community. They own a golden-doodle named Annabelle and a cat named Milo. Anthony Tremblay lives with his wife, Kiarra, and their red poodle, Remi, and enjoys card games, bird hunting, salmon fishing, and visiting state parks.

The firm’s 5.00 rating reflects the positive experiences of its clients. Laura Mossakowski, LLC stands among the strongest financial planners in the area, offering rigorous expertise and dedicated support to individuals and couples pursuing their financial goals.