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Spectrum Investment Advisors, Inc
- Financial Services
- Mequon, WI
About this business
Location details
6329 W Mequon Rd, Mequon, WI, 53092, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Spectrum Advisors took the time to sit down with me and review my current investment strategy. They did a great job explaining the importance of planning and investing for the future, while also introducing me to options I wasn’t aware of, including how a Health Savings Account (HSA) can be used as part of a retirement strategy. I really appreciated how they took the time to explain everything and make sure I understood my options. I’d highly recommend Spectrum Advisors to anyone looking for help with their investment and r... read more
Upon getting spectrum years back, they told us in the meeting that we would be able to touch it after 9 years and if we did it before that may be penalized. After calling him, we found out that we're not allowed to touch it at all until we are 59 years old or we lose our job we were lied to
My conversations with the Spectrum team are always super helpful and informative. They are a great listeners and problem solvers. I appreciate working with them and the knowledge they've provided me over the years.
I’ve worked with Spectrum Investment Advisors since 2020, and they truly care about what they do.
Frequently asked questions about Spectrum Investment Advisors, Inc
How is Spectrum Investment Advisors, Inc rated?
Spectrum Investment Advisors, Inc has a 3.5 star rating with 12 reviews.
When is Spectrum Investment Advisors, Inc open?
Spectrum Investment Advisors, Inc is closed now. It will open on Monday at 8:30 a.m.
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