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515 East Mill Street Suite 3
Plymouth, WI 53073        (920) 892-4510
         

(920) 892-4510
adam.mason@lpl.com

McKenzie Financial Services

At McKenzie Financial Services, our goal is to help you succeed through planning, investing, and implementing smart financial solutions.

Our Commitment

Our team consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members extremely knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and most importantly, monitor and continuously work with you to maintain a disciplined approach to a successful future.

Our Principles

Our organization is a non-proprietary, completely independent firm built on trusted personal relationships. We maintain complete transparency at all times, and build the foundation of your experience through continuous education, which is vital to understanding and making prudent decisions concerning your future. Please allow us to introduce ourselves by calling one of our friendly staff members at 1-888-892-4510, or send us an email at adam.mason@lpl.com