Business Wealth Management Investments
There's never been a better time to start investing in your future. Come in and view our comprehensive investment opportunities and see how Coulee Bank can build a customized portfolio to help secure your financial future.
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Meet our Certified Financial Consultant
The Coulee Investment Center, located inside Coulee Bank, is proud to have Shari Hopkins, CFP® available to you as a Financial Consultant. Shari is a fully-registered and experienced financial professional, dedicated to helping you achieve your goals through a broad selection of quality financial products and services offered through LPL Financial.
Whether your goals include retirement planning, generating retirement income, tax efficient strategies, college planning, building wealth, insurance needs, or asset allocation, Shari is committed to providing superior service in your comprehensive hometown financial center. Shari brings her years of experience working for JP Morgan Chase, Fidelity Investments, and Morgan Stanley to the Coulee Investment Center. She has both her securities registrations held with LPL Financial and insurance licenses to help you with all of your financial needs.
Call Shari at (608) 784-3904 to schedule your Free Financial Analysis.
Visit the Coulee Investment Center Website
