WALKNER CONDON FINANCIAL ADVISORS LLC
3418 Monroe Street, Madison, WI 53711
Since 2012
Estate, Tax, Insurance, Financial, 401K and 403B Planning, Retirement Income Analysis, Life Insurance, Long Term Care, Investment Portfolio, Asset Allocation Strategy, Risk Tolerance, Wealth and Investment Management, Charitable Giving Design & Implementation
Provides in-person financial planning services to individuals and families ● They also have the ability to serve their clients virtually and internationally ● Offer portfolios that seek to align investment objectives with client values
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BRENT KIMBEL
2601 West Beltline Highway, Suite 104, Madison, WI 53713
Since 1995
AMERIPRISE FINANCIAL SERVICES, INC. - Family Finances, Saving for Education, Retirement Plan Distribution, Women's Financial and Retirement Income Strategies, Wealth Preservation, Small Business, Estate & Tax Planning
Specializes in retirement planning ● Has years of extensive experience working with your benefits options ● Offer you and your loved ones custom, comprehensive financial advice and a broad range of solutions
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MIDWEST FINANCIAL GROUP, INC.
1806 Seminole Highway, Madison, WI 53711
Since 1997
Stocks, Bonds, Managed Accounts, Investment Portfolios, 401K and 403B Planning, Retirement Plan Options, Group Benefits Products, Long and Short Term Disability, Defined Benefit & Non-Qualified Deferred Comp Plans
Serves also in Platteville and Horicon ● Their money managers whose experience and knowledge is traditionally reserved for extremely wealthy investors, or for large institutions ● Their client's personal investment goals may include planning for a comfortable retirement with a dependable and predictable monthly income
TBR® Inspection Report