Third Oak Investment Services, based in Baraboo, Wisconsin, is a community-focused financial firm dedicated to providing a full range of financial products tailored to meet the diverse needs of clients at every stage of life. With a team of experienced advisors led by senior vice president Pete Welsh, the firm prioritizes the financial well-being and future security of its clients, offering services such as business and retirement planning, tax strategies, annuities, insurance, and investment solutions.
Committed to building trust and guiding clients towards financial security, Third Oak Investment Services emphasizes personalized financial planning as a compass to help individuals achieve their dreams and goals. Through access to trust services for intergenerational wealth management, the firm ensures that clients receive comprehensive support and guidance in managing their assets and securing their financial legacies.
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