Middleton, WI Financial Planner

I was referred to Kris from a client. I’ve had 2 poor experiences with advisors prior. I was hesitant to start another relationship. I’m so happy we did. My wife and ... more

Zach is great to work with. He takes time to explain all options when it comes to investing, and is proactive in managing our portfolio.

Everyone at this branch is friendly and helpful.

Tyler is very knowledgeable, professional, and a true pleasure to work with. He listened to our needs and worked tirelessly to help us find the right policy/plan for our ... more

Brent was incredibly accommodating and was able to proactively build a plan that made me feel comfortable with my financial goals! I have recommended him to friends and f ... more

Mike has been my financial advisor for over 11 years and I couldnt be happier with his service. My late wife and I, with Mikes guidance, set goals and expectations for h ... more

Chris has been a great financial advisor over the past 6 years. Weve became close friends over that time. He is always straightforward and honest with us and does his bes ... more

Jennifer and Nick are great. They treat you as a part of their family. I highly recommend them for your insurance needs.

My wife and I sat down and spoke with Nick this evening and we were truly impressed with his professionalism and laid back mannerisms. While he concluded he really couldn ... more

Great people to work with..

My husband and I met with Sherri and Kate. Having them explain and understand our finances is very re-assuring. Highly recommend them!

If you are looking for a top notch firm and have money to invest for your future I would recommend Louise Googins.

Jay does an excellent job of reviewing your entire financial picture and making suggestions to improve it and to meet your goals.