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TOP 30 Personalized financial services in Verona, WI
21 results found
A convenient service for searching for businesses, places and services
LTC Financial Partners
LTC Financial Partners is a comprehensive financial, health, and insurance agency located at 603 Green Meadow Drive in Verona, Wisconsin, United States. Specializing in long-term care planning, the institution provides expert guidance and personalized solutions to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners offers a range of services to meet the unique needs of each client, ensuring peace of mind and security for years to come.
SB Financial Services - Verona
SB Financial Services in Verona is a leading finance institution located at 108 North Main Street in Verona, Wisconsin, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our experts are here to help. Trust SB Financial Services in Verona to help you achieve your financial goals and secure your future.
Astraios Financial
Astraios Financial, located at 110 Enterprise Drive in Verona, Wisconsin, is a finance institution named after the Grecian Titan, god of the stars. The English translation of Astraios is "of the stars," symbolizing the potential for every client to shine bright with a secure financial future. The institution aims to help clients achieve a well-balanced life by providing personalized analysis and retirement planning services. With a focus on financial stability, Astraios Financial offers a step-by-step approach to help clients reach their goals. Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, while securities are offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Astraios Financial is an independent and non-affiliated institution dedicated to helping clients navigate the complexities of financial planning for a fulfilling life and a secure future.
King Financial Group, LLC
King Financial Group, LLC is a reputable finance institution located at 958 Liberty Drive in Verona, Wisconsin, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust King Financial Group, LLC to provide expert guidance and personalized solutions to secure your financial future.
Edward Jones - Financial Advisor: Joseph W Westby
Edward Jones - Financial Advisor: Joseph W Westby is a trusted finance institution located at 951 Kimball Lane in Verona, Wisconsin, United States. Specializing in personalized financial planning and investment strategies, Joseph W Westby offers expert advice and guidance to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, this institution provides a range of services to help individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Joseph W Westby is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Brandin Arndt, AAMS™
Edward Jones - Financial Advisor: Brandin Arndt, AAMS™ is a trusted financial institution located at 951 Kimball Lane in Verona, Wisconsin, United States. Specializing in finance, Brandin Arndt and his team provide personalized and professional financial advice to help clients achieve their financial goals. With a focus on building long-term relationships, they offer a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Edward Jones - Financial Advisor: Brandin Arndt, AAMS™ is dedicated to helping you secure your financial future.
Edward Jones - Financial Advisor: Brendon C Diers, AAMS™
Edward Jones - Financial Advisor: Brendon C Diers, AAMS™ is a reputable finance institution located at 161 Horizon Drive in Verona, Wisconsin, United States. As a trusted financial advisor, Brendon C Diers, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Verona area. Whether you are planning for retirement, saving for a child's education, or investing for the future, Brendon C Diers, AAMS™ is dedicated to helping you make sound financial decisions and secure your financial future.
Income Tax and Services Association LLC
Income Tax and Services Association LLC is a reputable accounting and finance institution located at 110 Enterprise Drive in Verona, Wisconsin, United States. Our experienced team of professionals offers a wide range of services including income tax preparation, financial planning, and bookkeeping. With a commitment to providing personalized and reliable services, we strive to help individuals and businesses navigate the complexities of their financial obligations. Contact us today to learn more about how we can assist you with your accounting and finance needs.
The Bald CPA LLC
The Bald CPA LLC is a full-service accounting firm located at 110 West Main Street in Belleville, Wisconsin. Specializing in accounting and finance, The Bald CPA LLC is owned by Ryan Vande Berg, who has over 25 years of experience in the industry. The institution offers appointments for tax preparation, with the next available slots after April 15, 2024. Clients can schedule a one-hour appointment to discuss their tax situation and strategize opportunities for tax savings. Existing clients can also drop off their tax documents for processing on a first-come, first-served basis. The institution serves clients throughout southern Wisconsin, including Belleville, New Glarus, Oregon, Verona, Fitchburg, and Madison. For more information or to schedule an appointment, clients can contact Ryan Vande Berg at (608) 424-0067 or email ryan@thebaldcpa.com.
Alejandra Bustamante - State Farm Insurance Agent
Welcome to the State Farm Agency of Alejandra Bustamante! Located in Madison, Wisconsin, our multilingual and diverse office provides personalized services to all our good neighbors in Madison as well as in the cities of Fitchburg, Monona, McFarland, Sun Prairie, Verona, Lake Mills, Fort Atkinson, Milwaukee, and many other cities. Our passionate team speaks English, Spanish, and Hmong. We are dedicated to getting to know each client on a personal level to provide the highest quality service tailored to their individual needs. We are here to help with all types of insurance including Auto, Home, Life, Pet, Motorcycle, Boat, among others. We also provide Notary and Financial Services. Our mission is to protect families from the unexpected, and we are proud to have protected over 1,000 lives since we opened our doors.
Dawn Goplin - State Farm Insurance Agent
Dawn Goplin - State Farm Insurance Agent is a family and individual centered insurance agency located at 515 Junction Road in Madison, Wisconsin, United States. We proudly support communities in Madison, Verona, Fitchburg, Monona, Middleton, Cross Plains, Mount Horeb, Blue Mounds, Belleville, New Glarus, Waunakee, and more. Our dedicated team is here to help you with all your insurance and financial needs and goals. We offer top-notch customer service and personalized recommendations on a daily basis. Our licensed team of professionals can provide free quotes for auto, homeowners, life, and business insurance. Whether you need assistance with auto insurance, life insurance, homeowners insurance, or other financial services, we are here to help. Our team members, Diane and Chelsea, are experienced in providing excellent customer service and are ready to assist you with a smile.
Farmers Insurance - Dianne Tralmer
Farmers Insurance - Dianne Tralmer is an insurance agency located at 245 Horizon Drive in Verona, Wisconsin, United States. As a Farmers® agent in Verona, Dianne Tralmer has the knowledge and experience to help you understand and select the right insurance coverage for your needs. Whether you need auto, home, renters, condo, business, or recreational insurance for products like boats, RVs, motorcycles, and snowmobiles, Dianne can assist you in planning the perfect insurance plan for you and your family. With a simple and personalized review process, Dianne aims to protect you and your loved ones. Contact Dianne at the provided number for any questions or to schedule an appointment. She can help you with understanding comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance has been a trusted provider for over 80 years, offering competitive rates and multi-line insurance discounts.
Alejandra Bustamante - State Farm Insurance Agent
Welcome to Alejandra Bustamante - State Farm Insurance Agent! Located in Madison, Wisconsin, our multilingual and diverse office provides personalized services to all our good neighbors in Madison as well as in the cities of Fitchburg, Monona, McFarland, Sun Prairie, Verona, Lake Mills, Fort Atkinson, Milwaukee, and many other cities. Our passionate team speaks English, Spanish, and Hmong. We are dedicated to getting to know each client on a personal level to provide the highest quality service tailored to their individual needs. We are here to help with all types of insurance including Auto, Home, Life, Pet, Motorcycle, Boat, among others. We also provide Notary and Financial Services. Our mission is to protect families from the unexpected, and we are proud to have protected over 1,000 lives since we opened our doors.
Stampfli Mortgage
Stampfli Mortgage is a family-owned, independent mortgage broker located at 303 South Main Street in Verona, Wisconsin. Our team of experienced mortgage professionals is dedicated to providing solutions and guidance through the complexities of the home loan process. Whether you are purchasing a new home or exploring refinance options, we are here to help. With access to multiple lenders, we offer competitive interest rates and personalized service to ensure a smooth and stress-free experience for our clients. Our team, led by Jason Stampfli, is known for their exceptional customer service and attention to detail. From the loan application process to closing, we are here to support you every step of the way.
Old National Bank
Old National Bank, located at 420 West Verona Avenue in Verona, Wisconsin, is a trusted institution offering a range of financial services including banking, ATM services, and finance solutions. As part of our commitment to providing comprehensive financial assistance, we partner with LPL Financial LLC to offer referrals to financial professionals. Please note that this partnership involves a conflict of interest as LPL compensates us for these referrals. Securities and advisory services are provided through LPL Financial, a registered investment advisor and broker-dealer. Insurance products are also available through LPL or its licensed affiliates. Old National Bancorp, Old National Bank, and Old National Investments are not registered as broker-dealers or investment advisors, but our registered representatives can assist you with products and services through LPL.
Lake Ridge Bank
Lake Ridge Bank, located at 108 North Main Street in Verona, Wisconsin, has been a trusted financial institution since 1904. Since December 2006, Lake Ridge Bank has been serving the community with a full range of personal, business, and wealth products and services. Verona was the first office to introduce ITMs, offering cutting-edge technology for customers. The bank actively participates in community events such as Hometown Days festival and Fall Fest. Member FDIC and Equal Housing Lender, Lake Ridge Bank is dedicated to providing excellent service and support to its customers. Please note that by clicking on any hyperlinks, you will be directed to a third-party website not owned or operated by Lake Ridge Bank. It is important to review their privacy and security policies as they may differ from those of Lake Ridge Bank.
Park Bank
Park Bank is a trusted financial institution located at 104 South Main Street in Verona, Wisconsin, United States. As a full-service bank, we offer a wide range of financial services including ATM access, banking, and finance options. Our dedicated team of bankers is committed to helping you achieve your financial goals. Whether you are looking to open a savings account, secure a loan, or plan for the future, we are here to support you every step of the way. Contact us today to schedule a meeting with one of our experienced bankers and take the first step towards financial success. Whatever your needs may be, Park Bank is here to help you reach them.
Wealth Strategies of Wisconsin, Ltd.
Wealth Strategies of Wisconsin, Ltd. is a finance institution located at 951 Kimball Lane in Verona, Wisconsin, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their wealth management goals. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. Trust Wealth Strategies of Wisconsin, Ltd. to provide personalized and comprehensive financial solutions to help you secure your financial future.
Carly McCormick - Thrivent
Carly McCormick - Thrivent is a finance institution located at 957 Liberty Drive in Verona, Wisconsin, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about Thrivent's financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
Daniel Demers - Thrivent
Daniel Demers - Thrivent is a finance institution located at 957 Liberty Drive, Verona, Wisconsin, United States. What sets Voyage Financial Advisors apart is our dedication to helping clients achieve their financial goals and dreams. Our team consists of experienced professionals who are committed to developing long-lasting relationships with our clients. We take the time to understand your goals and create a customized financial plan that encompasses insurance, investment, tax, succession, and estate planning. Thrivent believes that money is a tool, not a goal, and is driven by a higher purpose to provide financial advice, investments, insurance, banking, and generosity programs. Membership with Thrivent offers tools and resources to help you give back to your community and live a more meaningful life.
Robert C Roth CPA SC
Robert C Roth CPA SC is a reputable accounting and finance institution located at 958 Liberty Drive in Verona, Wisconsin, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and consulting. The team of professionals at Robert C Roth CPA SC is dedicated to providing personalized and high-quality services to individuals and businesses alike. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals and success.
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List of businesses, places and services in Wisconsin
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