With Couri, Create a Customized Financial Plan that Works for Your Life
If you’re looking for a financial planner or looking for financial planning information, Couri Insurance Agency can help!
Couri Insurance Agency, located in Waukesha Wisconsin, has been providing individuals with comprehensive financial planning solutions since 1970. Our team of WI financial planners will help you identify sound financial goals and will work with you to achieve those objectives by using a customized financial planning strategy designed just for you.
From personal financial planning to business financial planning to financial planning for high net worth individuals, we’ve got you covered! We’re an independent agency which means you’re not locked into one company or product. We have access to numerous investment and insurance companies and products, making it easy for us to take care of all your needs.
- Retirement Planning
- College Funding
- Estate Planning
- Tax Strategies
- Accident Insurance
- 401 K Plans
- Dental Insurance
- Disability Insurance
- Group Health Plans
- Individual Health Plans
- Long Term Care
- Low Cost Term Life Insurance
- Medicare Supplement
- Mortgage Life Insurance
- Student Health Insurance
- Short Term Health Insurance
- Travel Insurance
Need a 401k plan? No problem!
In addition to providing all the typical financial planning services, we provide multi-carrier quotes for 401K plans from top rated companies, helping you evaluate services and compare pricing. Our financial planning services are practical, principled and personalized. With Couri, you get customized financial planning that works!
Important Financial Planning Information
Financial planning helps you get the most out of your money. It helps you manage your income, set priorities and protect and build your assets. It also provides a means for you to live comfortably in retirement. Moreover, it provides protection against unexpected circumstances, by helping you prepare for things such as long term care, death, disability or unexpected illness.
Financial planning is different for everyone. One person’s priority may be saving and investing to fund a child’s college education. Another person may be focused on planning financial investments for retirement. Whatever your goals, a certified financial planner can help. Allow us to assist you with establishing your financial goals and working steadily toward achieving them.
Ready to learn more? Contact us at 800-444-1215 to speak with one of our financial planners or complete the online financial planning contact form to get started. At Couri, you’ll receive amazing accessibility and personalized financial planning attention. You’ll almost always talk with a live, knowledgeable person when you call – not some frustrating answering service. Plus, you’ll enjoy the convenience of having an integrated financial planning and insurance team managing all of your needs in one place!
Don’t forget – Couri Insurance is a full-service agency. If you’re looking for small business insurance liability in Waukesha, Wisconsin, we have access to numerous markets, making it easy for us to shop all your needs and find the best coverage and the lowest rates.