Jason Sobolik

Financial & Investment Management Group

Financial Advisor

Jason Sobolik

Financial & Investment Management Group

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Sobolik

(608) 779-0300

Fee-Only financial planner located in Onalaska, WI, serving clients locally and across the country

Meet Jason Sobolik

Jason Sobolik is a Onalaska, WI fee-only financial planner. Financial & Investment Management Group provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Jason Sobolik is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Jason Sobolik is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jason Sobolik is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jason Sobolik

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Office Locations:

  • 1837 E Main St
    Onalaska, WI 54650

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