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8:30AM - 4:30PM
400 Interlake Dr #200, Monona8AM - 4PM
5555 Odana Rd #104, Madison“I switched from another financial advisory firm to Shepherd Financial about 2 years ago. Ryan Bell and George Heathcote took the time to understand my needs, and not only put together an excellent plan for me, but facilitate the transfer of my investments. We meet regularly to review how things are going and make adjustments, and Ryan is super good about explaining his recommendations and answering any questions I have. If you're looking for personalized and professional financial planning, you've come to the right place!“
8AM - 5PM
Cornerstone, 100 Wilburn Rd # 102, Sun Prairie“My friend has had John Halvorson do her taxes for 25 years and referred him to me. He was very helpful and referred me to the company's financial advisor, Michael Pruitt, who I was very pleased with. First consulations are free. I advisor was especially good at planning for me who is 62 and trying to balance multiple credits and debits. John Halvorson MBE CPAs [email protected] www.mbecpa.com... 608.478.0615 Direct“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
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