WALKNER CONDON FINANCIAL ADVISORS LLC
3418 Monroe Street, Madison, WI 53711 Directions
Since 2012
Here’s The Deal:
"Walkner Condon Financial Advisors LLC was founded in 2012. They are an SEC-registered wealth management firm based in Madison. They offer their services on a fee-only basis and are fiduciaries for their clients. The firm provides in-person financial planning services to individuals and families. Walkner Condon Financial Advisors focuses on educating their customers on all aspects of their financial lives through regular meetings and transparent communications. They also can serve their customers virtually and internationally. They offer portfolios that seek to align investment objectives with client values."
SPECIALTY:
401K and 403B, Estate, Tax, Insurance and Financial Planning, Asset Allocation Strategy, Risk Tolerance, Retirement Income Analysis, Life Insurance, Long Term Care, Investment Portfolio, Wealth and Investment Management, Charitable Giving Design & Implementation
TBR® Inspection Report:
JASON KRUEGER
2601 West Beltline Highway, Suite 104, Madison, WI 53713 Directions
Since 2007
Here’s The Deal:
"Jason Krueger has been a financial advisor with Ameriprise financial services, inc. Since 2007. They have years of comprehensive experience working with your benefits options. They offer you and your loved one's custom, extensive financial guidance, and a broad range of solutions. They help busy people efficiently and effectively manage their personal finances. Their mission of your financial planning practice is to improve customers' create and preserve their wealth."
SPECIALTY:
AMERIPRISE FINANCIAL SERVICES, INC. - Family Finances, Investments, Retirement Income Strategies, Sustainable and Responsible Investing, Executive Compensation and Benefits Strategies, Employee Stock Options, Small Business, Financial Strategies, Domestic Partner Planning & Tax Planning Strategies
TBR® Inspection Report:
MIDWEST FINANCIAL GROUP, INC.
1806 Seminole Highway, Madison, WI 53711 Directions
Since 1997
Here’s The Deal:
"'Midwest Financial Group, Inc.' is a financial and insurance services firm. The firm is committed to assisting people in protecting their financial goals and have been serving individuals, families, and business owners. They have a team of twelve people, between financial planners, insurance agents, and helpful administrative staff. They are financial Planners who take a values-based approach to plan your financial future. The firm concentrates on creating a comprehensive plan to help you achieve your real-life goals. They also serve in Platteville and Horicon."
SPECIALTY:
Corporate Group Employee Benefits, Stocks, Bonds, Executive Benefits, Short and Long-Term Disability, Critical Illness, Simple Plans, Non-Qualified Deferred Comp Plan, Individual Financial, 401K, 403B, Retirement Income and Investment Planning, Medicare & Individual Health Plans