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Liz Pollock

2605 S Calhoun Rd Apt 108
New Berlin, WI 53151-2742
(262) 439-9867
Services Offered:
Financial, Insurance
Liz Pollock serves Waukesha County, WI, Milwaukee County, WI
  • General Information
  • Licenses
  • General Information
  • Description
    About My Business
    We provide insurance, financial planning and life coaching services.
    Conditions I Am Unable To Treat
    By appointment only.
    Experience And Credentials
    MBA, CERTIFIED FINANCIAL PLANNER, CLU. Life Coach, Public speaker, seminar presenter. Medidcare specialist, Financial Planning Association of Southern Wisconsin Pro Bono co-chair.
    Fees And Payment Sources Accepted
    Commission and fee-based. Will provide financial planning and Medicare seminars on a pro-bono basis.
    Languages Spoken by Staff
    English
    French
    German
    Portuguese
    Spanish
    Hours of Service
    9-5 as well as evening and weekend by appointment only.
    Licenses
    CSA
    Issued by Society of Certified Senior Advisors

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