J Poels Financial 7633 Ganser Way, Madison, WI 53719
About the Business
J Poels Financial is a finance and insurance agency located at 7633 Ganser Way in Madison, Wisconsin, United States. We value your interest in our services and understand the importance of finding a trustworthy investment advisory and financial planning firm. Our firm prides itself on maintaining independence to provide high quality, unbiased advice to our clients.
On our website, you can explore the professional services we offer, including complimentary options and sample illustrations to showcase how we can add value to your financial planning. We are licensed for securities and investment advisory business in multiple states across the United States, as well as insurance in Wisconsin.
Securities are offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, and investment advisory services are provided through Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Adviser. Please note that Cambridge Investment Research, Inc. is not affiliated with J. Poels Financial.
We invite you to learn more about our firm and the services we offer, and we look forward to assisting you with your financial needs.
Location & Phone number
7633 Ganser Way, Madison, WI 53719, United States
Hours open
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Jordan is a wealth of knowledge and always puts my families need first. He makes understanding the complexity of his job easier. I would recommend him to anyone."
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