BOM INVESTMENT GROUP

 

Meet Our Investment Advisor Representative
Paul R. Coggins
CERTIFIED FINANCIAL PLANNER™ Professional
Registered Representative of Osaic Institutions, Inc.

P.O. Box 183
Mauston, WI 53948
Phone: (608) 847-2558
paul.coggins@osaicinstitutions.com

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ABOUT PAUL

Paul provides personalized investment and wealth management solutions to individuals and businesses. He comes to BOM investment Group with more than 40 years of investment experience. He is a fully qualified Certified Financial Planner Professional.

Specializing in the areas of:

  • Wealth Accumulation
  • Business Succession Planning
  • Wealth Distribution
  • Wealth Transfer Strategies

Paul is committed to upholding the highest traditions of personal financial planning for his clients. He firmly believes that individuals need and deserve to work with an investment professional who focuses on their unique situations, and has a passion to help clients reach their goals and fulfill their financial dreams.

Investment Services Products Include
  • Retirement Planning
  • Wealth Planning
  • Insurance: Life, Disability
    & Long Term Care
  • College Savings
  • Retirement Plans for
    Businesses
  • Mutual Funds
  • Annuities
  • Stocks
  • Bonds
  • IRAs
  • 401ks

Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC.  BOM Investment Group is a trade name of the Bank of Mauston. Osaic Institutions and Bank of Mauston are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Check the background of this financial professional on FINRA’s BrokerCheck