Local WI Financial Advisors
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The Epstein Calvelli Group
777 E Wisconsin Ave
Milwaukee, WI 53202
P. (414) 298-5124We are an ensemble organization of experienced financial professionals representing Lincoln Financial Advisors Corp.(LFA). The Resource Group members are located throughout the United States, including Alaska, Hawaii and the Commonwealth of Puerto Rico. W
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JAMES COTTURONE JR Financial Advisor
815 N. Water Street
Milwaukee, WI 53202
P. (414) 347-3525I aim to provide sound financial advice and value-added service -- always striving to build long-term relationships based on mutual trust and respect. I am dedicated to understanding your unique life circumstances and providing comprehensive financial adv
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Holland Financial Services LLC
207 E. Buffalo Street Suite 501
Milwaukee, WI 53202
P. (800) 961-4310F.Gregory Holland,RFC?, Founding Principal of Holland Financial Services, LLC has been active in the financial industry for 30 years. Mr. Holland serves as Managing Partner of the firm and is responsible for client contact, compliance, and regulator
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The Capital Group at Lincoln Financial Advisors
406 Science Drive Suite 100
Madison, WI 53711
P. (608) 268-5100The core of the financial services we deliver is anchored in a philosophy that without a concrete and transparent financial plan in place most successful individuals will not achieve their maximum potential over the course of a lifet
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HGMR Investment Management Private Wealth Management
One South Pinckney St Suite 600
Madison, WI 53703
P. (608) 252-5780David A. Hackworthy - Managing Director - Portfolio Manager David started his career in the financial services industry in 1985 as a research analyst and portfolio manager for a large regional trust department. He joined Baird's Investment Management Ser
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GOLDSTEIN & ASSOCIATES
2009 W Beltline Hwy
Madison, WI 53713
P. (608) 831-3230My Philosophy I\'ve been helping people reach their goals for 18 years. Our team takes a unique and collaborative approach to financial planning called Dream> Plan> Track> ?. It starts with your dreams supported by a strategic plan that covers your ne

