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Financial Services
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Dillett Company, Inc., The
608-662-8288
E-mail: diane@dillettcompany.com
Website: www.dillettcompany.com
7633 Ganser Way, Suite 201, Madison, WI 53719
Diane M. Dillett, LUTCF, Financial Advisor
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member NASD/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and The Dillett Company, Inc., are not affiliated.
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Julie Armbrecht, Thrivent Financial for Lutherans
608-215-3431 or 608-831-3331
Fax: 608-831-4120
E-mail: Julie.armbrecht@thrivent.com
Website: www.thrivent.com
8000 Excelsior Drive Suite 301, Madison, WI 53717
Julie Armbrecht
Helps individuals achieve financial goals including: sending your child to college, preparing for retirement, investing, charitable giving and how to protect your estate legacy from reductions due to taxes.
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Katie Guenther, State Farm
608-274-7120
E-mail: Katie.guenther.jxbo@statefarm.com
2984 Triverton Pike Drive, Fitchburg, WI 53711
Katie Guenther
Offering complimentary Insurance and Financial Reviews to help clients prepare for their retirement, education and life insurance needs.
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Kim Weis, World Financial Group
608-219-6569 (Cell) 608-276-6060 (Office)
E-mail: KWWFG@yahoo.com
Website: WorldFinancialGroup.com
2801 Coho Street, Suite 202, Madison, WI 53713
Kim Weis
Bringing Wall Street to Main Street, and making sure that on the road to financial freedom, no family is left behind.
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Leslie L. Luttig, H&R Block Financial Advisors, Inc.
608-829-8209
Fax: 608-829-8212
E-mail: leslie.luttig@hrblock.com
Website: fa.hrblock.com/leslie.luttig
6808 Odana Road, Suite 200, Madison, WI 53719
Leslie L. Luttg, Financial Advisor
H&R Block Financial Advisors, Inc., a full-service broker-dealer, provides financial planning, investment management and related financial services. Our mission is to serve as Middle-America's financial partner. Investment services and products offered through H&R Block Financial Advisors Inc., member NYSE/SIPC. H&R Block Inc. and H&R Block Services Inc. are not registered broker-dealers.
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Morgan Stanley
608-245-5444
Fax: 608-245-5450
E-mail: laurel.rice@morganstanley.com
5325 Wall Street, Suite 2200, Madison, WI 53718
Laurel Rice
Providing investment recommendations since 1984 for Individual Investors, Trusts, Retirement Accounts and Business Owners. Call today for your portfolio review.
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RBC Dain Rauscher
608-252-7500
Fax: 608-252-7535
E-mail: lauri.droster@rbcdain.com
Website: www.rbcdain.com
10 E. Doty Street, Suite 1000, Madison, WI 53703
Lauri Binius Droster, Senior Vice-President and Certified Financial Planner
One of the nation's largest full-service securities firms. We link our success over the past 90 years to our ability to develop long-term relationships with our clients.
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Rich Mikkelson Rich Financial Advisors, LLC
608-275-3442
Fax: 608-275-3445
E-mail: elainerich@rmradvisors.com
Website: www.rmradvisors.com
6425 Odana Road, Madison, WI 53719
Elaine Beckett Rich, Certified Financial Planner™ practitioner, Managing Member
Provides fee-based comprehensive financial planning, enhanced retirement distribution planning and portfolio management services for individuals.
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Smith Barney
608-251-4477
Fax: 608-283-2348
Website: www.smithbarney.com
1 S. Pinckney Street, Suite 300, P.O. Box 2268, Madison, WI 53701
Smith Barney provides a full range of financial advisory, research, underwriting and trading services to individuals, corporations and governments. We offer our clients a strong capital base, an unmatched variety of products and services and a worldwide presence in financial markets.
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Symphonic Financial Advisors, LLC
608-442-1500
Fax: 608-442-6490
E-mail: mary.schwartz@symphonicfa.com
Website: www.symphonicfinancial.com
49 Kessel Court, Suite 202, Madison, WI 53711
Mary E. Schwartz, CEP®, Financial Advisor
Offering custom portfolio management and financial planning based on best practices and fiduciary standards of care. Symphonic: Placing Clients First‘
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Wegner LLP, CPAs & Consultants
608-274-4020
Fax: 608-274-0775
Website: www.wegnercpas.com
2110 Luann Lane, Madison, WI 53713
A full-service firm providing solutions in tax compliance and planning, accounting and auditing, financial planning, business consulting, and accounting software.
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