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Like a willow tree, investments need roots
Published Monday, February 25, 2008
Providing personalized service while working with people to help achieve financial success is the goal of Jacki Maethner, investment executive and owner of Willow Financial Services, Fergus Falls.
“It’s important that each of us, the client and I, has a clear understanding of their current financial health,” said Maethner, who has been in the financial services business for several years and who started Willow in late 2007. “This includes aligning one’s investment selections with risk tolerance to work towards meeting their future goals and objectives.”
Maethner, whose office at Willow Financial Services is located at 1220 North Tower Road, Fergus Falls, grew up in the Vining/Battle Lake area. She attended MSCTC, Fergus Falls, before completing her education on the East Coast.
“As an independent, locally owned financial service business, we offer investment services and life insurance customized to meet the needs of our clients,” she said.
With those goals in mind, Willow Financial Services offers a wide variety of products including mutual funds, bonds, annuities, stocks and life insurance. Securities are offered through Questar Capital Corporation, Member FINRA/SIPC.
Willow Financial Services is independent of Questar Capital Corporation.
To assure proper planning, Maethner welcomes the opportunity to work with clients’ legal and tax advisors.
Willow Financial also offers several other investment services, including retirement planning, educational savings, financial strategies, estate preservation, charitable giving and legacy building.
Maethner and her husband, Kurt, make their home along Country Estate Beach at Clitherall Lake. For fun, she enjoys spending time with family and friends, reading, walking with their dogs, Beacher and Bayley, cross country skiing and boating.
She adheres to the Willow Financial Services philosophy of giving back to the community. With that in mind, she is serving her second term as a member of the Fergus Falls Area Chamber of Commerce, is a member of the Chamber executive board and is past president of the Chamber board of directors.
Maethner also is a member of Fergus Falls Noon Kiwanis, a member of the Community Women of Battle Lake and serves as a trustee for Our Lady of the Lake Catholic Church, Battle Lake. She was recently selected as a member of the Fergus Falls team that will be participating in the Blandin Community Leadership Program in 2008.
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