Skip to main content

menu

Home
About
Our Services
Resources
Contact
Client Login

Kathy McDowell

Kathy McDowell

Administrative Assistant

Keep Calm and Carry On

Let's talk to find out how we can help you reach financial freedom

Get in Touch

.no-js form.antibot * :not(.antibot-message) { display: none !important; }You must have JavaScript enabled to use this form.

Your name This field is required.

Your email address This field is required.

Subject This field is required.

Message This field is required.

CAPTCHA

Leave this field blank

Office

500 Elm Grove Road, Suite 100
Elm Grove WI 53122

Contact

O: (262) 796-8500
C: (262) 391-3917
E: sharon@regencywealthpartners.com

Follow us

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Regency Wealth Partners and IFG are unaffiliated entities.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Broker-Dealer Privacy Policy: https://ifgsd.com/privacy-policy/

Licensed to sell securities in the following states: CA, CO, FL, GA, IL, IA, MI, MN, NY, NC, SC, VT, WA, WI

BrokerCheck - Find a broker, investment or financial advisor (finra.org)

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

© 2024 Regency Wealth Partners All rights reserved.