TOP 10 Financial consulting in West Salem, Wisconsin

9 results found

Coulee Country Financial Services LLC is a reputable insurance agency located at 114 Leonard Street North in West Salem, Wisconsin, United States. With a team of experienced professionals, they provide a wide range of insurance products and services to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, Coulee Country Financial Services LLC is dedicated to helping you find the right coverage at the best rates. Their commitment to customer satisfaction and personalized service sets them apart as a trusted partner in protecting what matters most to you. Contact them today to discuss your insurance needs and secure your peace of mind.

Key Consulting Inc is a leading consulting firm located at 215 Leonard Street South, in the vibrant city of West Salem, Wisconsin. Our team of experienced consultants specializes in providing strategic solutions to help businesses thrive and achieve their goals. With a focus on innovation, collaboration, and personalized service, we work closely with our clients to develop tailored strategies that drive success. Whether you are looking to improve operational efficiency, enhance customer experience, or expand into new markets, Key Consulting Inc is here to help. Contact us today to see how we can unlock the key to your business success.

Paul Hayden - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 650 Commerce Street, West Salem, Wisconsin, United States. Paul Hayden holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications indicate expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and more. The institution offers comprehensive financial services to individuals and businesses, focusing on providing tailored solutions to meet the unique needs of each client.

Edward Jones - Financial Advisor: Stephen Cohen is a trusted finance institution located at 1540 Heritage Boulevard in West Salem, Wisconsin, United States. Stephen Cohen is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Stephen Cohen can provide personalized guidance and tailored solutions to meet your individual needs. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Stephen Cohen is a reliable partner in your financial journey.

Scott Davis - State Farm Insurance Agent is a trusted insurance agency located at 920 West Wisconsin Street in Sparta, Wisconsin, United States. Scott Davis has been serving the community as a State Farm agent since 2002, with additional offices in West Salem. The agency offers a range of insurance options including Auto, Home, Life, Business, and Farm Insurance. They also provide Notary services for your convenience. Scott Davis and his team are dedicated to helping you make informed decisions to protect what matters most to you. Whether you are new to the area or looking to transfer your insurance, they are ready to assist you with all your insurance needs. The agency prides itself on offering more than just car insurance, ensuring that their customers stay with them for the long term. Contact Scott Davis - State Farm Insurance Agent today to get the protection you need.

Hayden CPA SC is a leading accounting and finance institution located at 650 Commerce Street in West Salem, Wisconsin, United States. Our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses in the area. With years of experience and expertise in tax preparation, financial planning, and consulting, Hayden CPA SC is committed to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.

Cory Campbell - Thrivent is a finance institution located at 1540 Heritage Boulevard, West Salem, Wisconsin, United States. They are licensed in multiple states including CA, FL, HI, IA, IL, IN, MN, NC, OH, TN, TX, and WI. Their services include financial planning and investment advisory services through their Financial Planning Framework and Dedicated Planning Services. Thrivent does not provide legal, accounting, or tax advice and recommends consulting with a professional in those areas. They are a subsidiary of Thrivent Financial for Lutherans and offer insurance products, securities, and investment advisory services. Only licensed financial advisors provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA’s Broker Check.

Kristi Budin - Thrivent is a finance institution located at 1540 Heritage Boulevard in West Salem, Wisconsin, United States. Licensing for this institution is available through your State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Julie's Tax Services is a trusted accounting and finance institution located at 115 Leonard Street North in West Salem, Wisconsin, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with all of your accounting and finance needs.