Welcome

Gregory Telge assists individuals and business owners with identifying the core values, beliefs, and legacy they want to perpetuate.  Not only for themselves, but for their families, businesses, and their communities.  This is accomplished through a dynamic process of design, coordination, implementation, and regular review of strategies aimed at achieving the goals and objectives of the client.

Greg and his team have been providing Financial Planning services to individuals and business owners for over 40 years.  In addition to this experience, Greg's team has a deep bench of resources at their disposal.  Through our partnership with Northwestern Mutual, a true mutual company since 1857, we can help bring your goals to fruition.

Our Mission

The Mission of the Telge Office is to ensure our clients truly achieve that which is important to them, and to do it as efficiently and effectively as possible.  We help identify and address both risks and opportunities, by working with our clients, not just for them. We do this by utilizing our knowledge, coupled with their values, to build and execute a plan.  We monitor your progress and stay in touch, and throughout the process, our team becomes your team.

Gregory M Telge, CFP®, MSFS, AEP®, CASL®, REBC®

Wealth Management Advisor

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As a mutual company, we don’t answer to shareholders. We answer to our policyowners. Exercise your right to vote in our Board of Trustees election. Return your proxy card mailed with your 2013 Annual Report before May 23.

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