Two Lakes Group - Thrivent Financial - Montello, Wisconsin

Located at 5 E Park St, Montello, WI 53949, Two Lakes Group - Thrivent Financial is a reputable financial planning company offering a wide range of services. With specialties in financial planning, financial consultation, and insurance agency, they provide comprehensive services to meet various clients' needs.

They have several points of interest for their patrons, including a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Appointment is recommended and restrooms are available. Their staff is known for being personable, friendly, and professional, always ensuring a pleasant experience for their clients.

Two Lakes Group - Thrivent Financial has earned a 5/5 rating on average, with 3 reviews on Google My Business. Clients appreciate their personalized approach and the fact that they listen to their needs before offering solutions. Their advisors are native to the region, and they share the same values as their clients, which makes their services more relatable and trustworthy.

👍 Reviews of Two Lakes Group - Thrivent Financial

Roger N.

5/5

Don't normally give a perfect score as I don't believe anything is exactly perfect, but was very pleased with my financial review. Personable, friendly people that are native to the region. Left impression that they shared same values that are inherent to this part of the state. Jared was helpful, professional, and what I liked most is he didn't try to push products that did not necessarily make sense for me. He reviewed my portfolio, listened, and offered ideas that I already knew I needed to do or that made sense in looking into.

Merry R.

5/5

They were helpful. Private business

Antoinette M.

5/5