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About
Services
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Explore
Contact

Seminars

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Seminars

Upcoming Workshops

Social Security Seminar

October 5, 2023 6:00 PM

East Troy Brewery

2905 Main St, East Troy, WI 53120

Social Security Seminar

October 11, 2023 6:00 PM

East Troy Brewery

2905 Main St, East Troy, WI 53120

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About Us

Kramer Investment Services, LLC is a full service retirement planning company serving Lake Geneva and our surrounding communities.

Contact

Address:612 S Wells St, Unit G Lake Geneva, WI 53147
Phone:262-729-4128
Email:jimk@kramerinvestmentservices.com

Our Approach
Our Team

Income Planning
Legacy Planning
Long-Term Care
New Generation Retirement
Retirement Planning
Tax Strategies

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kramer Investment Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Kramer Investment Services, LLC a Registered Investment Advisor in the State of Wisconsin and Illinois. Insurance products and services are offered through Kramer Investment and Insurance Services, Inc. Kramer Investment Services, LLC and Kramer Investment and Insurance Services, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Wisconsin and Illinois or where otherwise legally permitted. Kramer Investment Services, LLC, Kramer Investment and Insurance Services, Inc. and James Kramer are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.