3 Best Financial Services in Madison, WI

Expert-recommended Top 3 Financial Services in Madison, Wisconsin. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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BRENT KIMBEL

4.8 (115)
AMERIPRISE FINANCIAL SERVICES, LLC
2601 West Beltline Highway, Suite 104,
Madison, WI 53713 Directions

Since 1998

Specialty:

Retirement Planning and Retirement Income Strategies Saving for Education Retirement Plan Distribution Tax Planning and Wealth Preservation Strategies Small Business Estate Planning Strategies

Brent Kimbel is a Private Wealth Advisor at Ameriprise Financial Services, LLC. He aims to help you feel confident, connected, and in control of your finances. Brent Kimbel completed his Personal Finance degree at the University of Wisconsin in Madison in 1995. He holds FINRA Series 24 General Securities Principal, FINRA Series 7 & 63 General Securities Representative, and Uniform Securities Agent licenses. He provides one-on-one financial advice based on your goals and needs, personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Brent Kimbel and his team will have regular meetings to review your goals, progress, and investments.

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THE CAPITAL GROUP

4.8 (114)
406 Science Dr,
Madison, WI 53711 Directions

Specialty:

Business Owner Planning Charitable Planning Education Planning Estate Planning Financial Planning Investment Planning Retirement Planning Risk Management Planning

The Capital Group wants to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. They believe it has far-reaching benefits for their clients to get opinions from several sources with diverse backgrounds, education, and experience. John Litscher is the Partner & Private Wealth Planner of The Capital Group. He has worked with established employers in the Wisconsin area, such as UW Madison, UW Hospital and Clinics, City of Madison, the Madison Metropolitan School District, Medical College of Wisconsin, as well as Meriter Hospital and Edgewood College. John has been honored with the Premier Partners® Program numerous times, most recently in 2022, while serving his clients at his previous firm, Lincoln Financial Advisors.

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Contact:

(608) 268-5100

Mon-Fri: 8am - 4: 30pm
Sat&Sun: Closed

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WALKNER CONDON FINANCIAL ADVISORS

4.7 (113)
3418 Monroe Street,
Madison, WI 53711 Directions

Since 2012

Specialty:

Retirement Income and Asset Allocation Analysis Investment and Wealth Management Life Insurance Long Term Care Disability Insurance Planning 457 and 403b Plans Retirement Financial Planning

Walkner Condon Financial Advisors LLC is guided by a mission statement and a set of core values that fundamentally shape their professional conduct and ensure they deliver on their promise to clients. Their team is made up of experienced professionals dedicated to providing personalized financial planning. Clint Walkner is the founder of Walkner Condon Financial Advisors LLC. Clint started his career with MetLife Resources, primarily helping schoolteachers and administrators with retirement planning through the use of 403(b) plans. He joined UW Credit Union’s Investment Services Division in 2004, specializing in helping UW employees with investment and financial planning.

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