Fpo

Capabilities

Macco Financial Group, Inc. is an independent financial services firm. Consulting, planning, investments, banking and insurance along with other services are offered through Raymond James.

    Investment Services

  • Managed Accounts
    • Freedom
    • Freedom UMA
    • Russell Model Strategies
    • Raymond James Consulting Services
  • Retail Accounts
    • College Savings Plan
    • Custodian for a Minor
    • Estate
    • Guardianship/Conservatorship
    • Individual
    • Joint
    • Trust
  • Retirement Accounts
    • Traditional & Roth IRAs
    • Beneficiary IRA
    • IRA Rollover
    • SEP IRA
    • SIMPLE IRA
    • 401k, 403b and other qualified plans
  • Banking & Cash Management
    • Capital Access
      • VISA credit/debit card
      • Checkwriting
      • ATM access
      • Online bill paying
      • Overdraft protection
    • Credit and Lending
      • Ready Access (margin)
      • Banking Services*
  • Fixed Income
    • CDs
    • Corporate Bonds
    • Municipal Bonds
    • Treasuries and GSEs

    Trust and Estate Planning

  • Private Wealth Management
  • Tax Planning
  • Trust Services
    • Revocable/Irrevocable Living Trusts
    • Irrevocable Life Insurance Trusts
    • Charitable Remainder Trusts

    Insurance and Annuities

  • Life Insurance
    • Fixed Universal
    • Term Life
    • Variable Universal
  • Long Term Care Insurance
  • Annuities
    • Fixed
    • Variable

* Available through Raymond James Bank

1138 Main Street | Green Bay, Wisconsin 54301 | 920.617.6830 | 920.617.6834 Fax | info@maccofinancial.com