Jeffrey Collins

Jeffrey Collins

CFP, CLU, Financial Advisor

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Phone: 608-882-5200 x1110
Fax: 608-882-6889
Mobile Phone: 608-576-8449
E-mail:

 
Jeffrey G. Collins CFP®, CLU
CERTIFIED FINANCIAL PLANNER™ Professional 
Located at Union Bank and Trust Company
2 East Main Street, Evansville, WI 53536
1-877-226-5828 ext. 1110
 
Since 1981, Jeff has dedicated his career to providing trusted professional advice and support in the areas of Investment & Asset Allocation Planning, Insurance & Risk Management, Estate Planning, Retirement Plans, Employee Benefit Plans, Medicare and Long Term Care Planning.
 
Whether you are an individual looking to help secure a financially sound retirement or one working hard to support a family or a business, you know that planning and accumulating assets in today’s environment is very difficult. Jeff’s mission is to assist his clients in achieving their personal and financial goals by establishing and following proven disciplined planning and investment strategies.
 
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional,committed to building successful long-term client relationships based on mutual trust, respect, effective communication, prompt courteous service and attention to detail.
 
Jeff and his wife Eileen have lived in Oregon, Wisconsin since 1990. They have three children, and all three are currently students attending the University of Wisconsin - Madison. Jeff has become involved in the Oregon community, most recently coaching Tri-County basketball and supporting the Oregon High School Marching Band program.
 
Jeff obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2006 and earned his designation of Chartered Life Underwriter from the American College in 2004. Jeff is a past board member of the General Agents and Managers Association of Madison.
 
Jeff’s main offices are located inside Union Bank & Trust Companies at the Evansville location and at The Bank of Oregon.