JA Counter

  • Employee Benefits
  • Insurance
  • Investments/Securities
  • Business Consulting
1477 South Knowles Avenue
Suite 200
New Richmond, WI 54017
(715) 246-3811
(800) 334-9252
(715) 246-3814 (fax)
Hours:
8:00 a.m. - 5:00 p.m. Monday - Friday

About Us

JA Counter specializes in insurance, investment, retirement, and estate consulting. With over 30 years in the insurance and investment arena, JA Counter is well qualified to meet any of your read more
  • About

    JA Counter specializes in insurance, investment, retirement, and estate consulting. With over 30 years in the insurance and investment arena, JA Counter is well qualified to meet any of your insurance and investment needs.

    Our firm specializes in three main areas:

    The Personal Markets area specializes in working with individuals to help them with their insurance and investment needs. They also provide planning services in the areas of financial planning, college planning, estate planning, and retirement planning.

    The Employee Benefits area has been designing and implementing employee benefit plans with employers for over a quarter century. They work with employers to design the best all-around package to fit each company's unique needs.

    The Brokerage area works with our external insurance and investment representatives and provides them with sales support for various insurance and investment products. This department is also responsible for helping the brokers by reviewing investment product suitability for their clients.

    Our Mission at JA Counter is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism.

    (Securities and investment advisory services offered through Transamerica Financial Advisors, Inc, member FINRA (www.finra.org) and SIPC (www.sipc.org) and a registered investment adviser. Non-securities products and services are not offered through TFA. TFA is not affiliated with JA Counter.)

    Due to various state regulation requirements concerning the dissemination of information, it must be limited to individuals residing in the following states: Colorado, Iowa, Illinois, Minnesota, North Dakota, South Dakota, or Wisconsin. LD045160 11/12

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  • Whom to Contact

    • Jill Gorres
      Employee Benefits Specialist
      Phone: (715) 246-8062
    • Deb Henke
      Operations Manager
      Phone: (715) 246-8061
    • Diana Johnston
      Financial Advisor
      Phone: (715) 246-8064
    • Shannon Mehls
      Brokerage Manager
      Phone: (715) 246-8081
    • Linda Skoglund
      Employee Benefits Specialist
      Phone: (715) 246-8066