Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC

The Capital Group, located at 406 Science Dr, Madison, WI 53711, provides finance and consulting services, including financial planning and investment guidance. Led by John Litscher and a trusted team, they craft personalized road maps to clients' financial futures. Clients praise listening, integrity, and clear, attentive guidance over decades.

Berndt CPA LLC, located at 34 Schroeder Ct Ste 200, Madison, WI 53711, provides accounting, tax planning and preparation, payroll, bookkeeping, and monthly financial services for individuals and businesses. Clients praise an attentive, responsive team with clear explanations and deep expertise that makes tax season stress-free and supports small-business growth.

Compelling Wealth Advisors - Ameriprise Financial Services, LLC serves Madison with trusted financial planning and investment guidance. Clients praise Allison’s market knowledge and Brent’s integrity, responsiveness, and retirement guidance. The team delivers portfolio management, clear explanations of complex concepts, and guidance that supports secure retirement, plus active community involvement.

Wegner CPAs in Madison, Wisconsin, offers accounting, finance and consulting services with a focus on clear tax guidance and practical bookkeeping. Clients praise responsive, accurate support and top-tier staff at affordable rates. The team, Swati Jain, Noel Willis, Julia, and Kate, guides clients through changing tax circumstances, helping minimize liabilities and improving financial procedures for businesses and churches.

Walkner Condon Financial Advisors in Madison helps clients manage investments and retirement planning with a client-focused, fiduciary approach. Reviews highlight proactive communication, warm service, and a team of experienced professionals—from Clint Walkner to Mitch DeWitt and Jon Jordan—who listen, explain options, and keep investments aligned with long-term goals, including IRA rollovers and college savings.

Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC provides comprehensive financial planning in Fitchburg, guiding families through investments, education savings, estate planning, and retirement. Clients praise his thoughtful, responsive approach, clear explanations, and ability to present multiple options in a calm, low-pressure, high-information environment.