3 Best Financial Services in Madison, WI

“Brent Kimbel is a Private Wealth Advisor and Certified Financial Planner practitioner 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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“Madison Partners has a team of Certified Financial Planners who annually demonstrate heightened competency across a broad range of subjects. They are dedicated to openness and transparency, providing strategic and comprehensive financial planning. They are dedicated to providing investment management and strategic wealth planning suitable for you; they strive to be their clients' trusted advisors. The firm focuses on understanding your goals and developing a plan. They will meet with you to present an analysis and discuss their suggestions. Together, they implement the recommendations and monitor your progress. The team builds portfolios based on independent and objective guidance and advice. Their focus remains on building lasting relationships with their clients.”

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“Walkner Condon Financial Advisors LLC, led by Clint Walkner as the managing partner and Chief Compliance Officer (CCO), follows a transparency and investment risk management philosophy. As a fee-only firm, they do not accept commissions from investment or insurance companies and act as fiduciaries for all their clients. They believe in educating clients on all aspects of their financial lives through regular meetings and transparent communication. Whether you're a current client or just exploring their services, they encourage you to subscribe to their newsletter. Clients can access comprehensive financial planning and monitoring tools to help them understand their financial lives.”

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