- Warren Buffett
INDEPENDENCE IS KEY
As an independent financial firm in Oshkosh, WI, we offer our clients freedom. We are not required to use a strict set of products or recommendations. We're able to deliver a process that is designed to get to know you and discover your specific needs. Then we can work together to develop solutions and select a course of action that is tailored to your specific needs and expectations.
Wherever you go, we'll go there with you.
Meet the financial planners that serve the Fox Valley area and the rest of the Provident team.
We operate in a family-oriented atmosphere while also delivering the sophistication and knowledge of a large financial institution. From the moment you walk in our door, you'll notice a culture of care and service that is not often experienced in a financial services firm.
We work with individuals, families and businesses in the Fox Cities area and are committed to doing what is always in your best interest.
We have experienced a significant amount of volatility so far this year, which can raise concerns for even the calmest of investors. In this webinar, Jacob Merk, CPA, CFP helps us all take a step back and puts the volatility we've been experiencing into perspective.
Jacob uses a few case studies and historical outlooks that can help you realize that market volatility should be expected and embraced.