Employee BenefitsInsuranceInvestments/SecuritiesBusiness Consulting
JA Counter thrives on innovative thinking and constant collaboration while maintaining strong local relationships and community connections. Our core purpose is to make a difference in our clients, our communities, and each other. We provide exceptional service to our clients through innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. And we have fun doing it!
Our firm specializes in three main areas:
Helping individuals with their insurance needs: health insurance, Medicare; long term care, disability, life insurance and all other aspects of individual protection options;
A unique approach to benefits consulting that intertwines organizational vision with benefits design to ensure sustainability and business strategy align for optimal organizational success
Group and individual wealth management, financial planing and retirement services, (college planning, estate planning, and retirement planning, financial education, 401k, buy sell agreements, and etc); our financial adviser will leverage different financial vehicles to create financial solutions in the group and individual markets.
(Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. JA Counter and Alera Group are not affiliated with Cambridge. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: WI, MN, TX, VA)