portrait of Michael T LaChance
FINANCIAL ADVISOR

Michael T LaChance

CFP®, AAMS™, CRPC™, CRPS™
1570 Harris Drive, Grafton, WI 53024opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • History and Museums
  • Traveling

Team Members

  • Kris Poulson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(262) 268-1916

Fax

(855) 379-1840

Office Address

1570 Harris Drive
Grafton, WI 53024opens in a new window

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