Skip to main content
  • Home
  • About
    • TRACY PIONTKOWSKI, ChFC ®, RICP®
    • PROCESS
    • INSIGHTS
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

Tracy Piontkowski, ChFC

1429 Oregon St. Oshkosh, WI 54902

Phone:

  • (920) 410-0969

E-mail:

  • tracy.piontkowski@ceterawealth.com

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?
More Videos »

Newsletters

  • HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas

    This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.

  • HOT TOPIC: Social Security’s Uncertain Future: What You Should Know

    This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.

  • How to Correct an Error on Your Credit Report

    Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

  • Baseball Lessons That Might Help Change Up Your Finances

    Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

More Newsletters »

Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators »

Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

[ Important Disclosures | Business Continuity | Order Routing Disclosure | www.ceteraadvisornetworks.com ]

  • Site Map