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About
Services
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Contact

Seminars

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Seminars

Upcoming Workshops

Social Security Seminars

May 20, 2025 6:00 PM

Cafe Calamari

Williams Bay

Social Security Seminars

May 29, 2025 6:00 PM

Cafe Calamari

Williams Bay

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About Us

Kramer Investment Services, LLC is a full service retirement planning company serving Lake Geneva and our surrounding communities.

Contact

Address:612 S Wells St, Unit G Lake Geneva, WI 53147
Phone:262-729-4128Opens in your application
Email:jimk@kramerinvestmentservices.comOpens in your application

Our Approach
Our Team

Income Planning
Tax Strategies
Retirement Planning
New Generation Retirement
Long-Term Care
Legacy Planning

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kramer Investment Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Kramer Investment Services, LLC a Registered Investment Advisor in the State of Wisconsin and Illinois. Insurance products and services are offered through Kramer Investment and Insurance Services, Inc. Kramer Investment Services, LLC and Kramer Investment and Insurance Services, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Wisconsin and Illinois or where otherwise legally permitted. Kramer Investment Services, LLC, Kramer Investment and Insurance Services, Inc. and James Kramer are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.