WC
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors: Vertrauenswürdige, persönliche Finanzberatung in Madison.
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Business
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Walkner Condon Financial Advisors: Vertrauenswürdige, persönliche Finanzberatung in Madison.
Walkner Condon Financial Advisors in Madison unterstützt Kunden dabei, Anlagen zu verwalten und die Altersvorsorge mit einem kundenorientierten, treuhänderischen Ansatz zu planen. Bewertungen heben proaktive Kommunikation, freundlichen Service und ein Team erfahrener Fachleute hervor – von Clint Walkner bis Mitch DeWitt und Jon Jordan – die aufmerksam zuhören, Optionen erläutern und Investitionen auf langfristige Ziele ausrichten, einschließlich IRA-Umschichtungen und College-Sparplänen.
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Personalisierte Portfoliomanagement-Lösungen, zugeschnitten auf Ihre Risikotoleranz und langfristigen finanziellen Zielen.
Umfassende Strategien für 401K-Rollover, IRAs und Ruhestandsplanung, um Ihre Zukunft zu sichern.
Fachkundige Beratung bei der Einrichtung und Verwaltung von Bildungssparplänen für die Zukunft Ihrer Kinder.
Persönliche Beratungsgespräche zur Überprüfung von Zielen, Arbeitgeberplänen und Anlagechancen mit proaktiver Nachverfolgung.
Im besten Interesse des Kunden handeln mit transparenter Beratung und ethischer Verwaltung Ihrer Vermögenswerte.
Gesamtbewertung
Aaron Raynor
I've been working with Mitch for several years now, and I've had a great experience. He takes time to understand my goals and patiently explains what options are available to me and what they entail. He communicates proactively, following up with me about any loose ends we may not have addressed during in-person meetings. Everyone I've interacted with at Walkner Condon has been warm and friendly, which makes it super comfortable.
Liba Brent
I was Clint Walkner’s client when he was a financial advisor at the UW Credit Union and decided to follow him when he and Nate started their own company. Since then their firm grew and added more competent people I trust and enjoy working with. My current advisor Mitch DeWitt is one of them. He knows how to listen, explain and offer good advice. I am a passive investor and knowing that my money is managed by a team of smart, capable, honest people gives me a peace of mind. I highly recommend them to anyone who is looking for financial advisors who have both expertise and integrity.
Jay Slagel
My wife and I have worked with Jon Jordan for over 20 years and followed him when he went to Walkner Condon. I couldn’t be more happy with my investment results and the advice that Jon has provided. I don’t have the time to deal with my accounts on a day to day basis and I feel quite confident that I am in great hands. I have met other team members at Walkner Condon and they are all top notch people who know their business and care about their clients. If you are looking for an excellent financial advisor, I would recommend you call them !
Jeff Kingston
My wife Gwen and I were clients of Clint Walkner when he was a financial adviser employee at UW Credit Union. We followed Clint when he and Nate started Walkner Condon because we trusted Clint and were impressed with him as a professional advisor. Nate and Clint both worked with us when they first started their business. They reviewed the investments that we had, listened to us talk about our family, work, future plans, retirement programs offered by our employers, and our thoughts about financial risk(which was completely different for each of us). They advised us to stay with our current employers’ plans while we were still working to save us money and they handled our other investments. They now handle all of our investments since we retired. They have since hired quality professionals to further help their clients. They have a fiduciary relationship with us so that we do not get bogged down in all of the investment details and stay within the investment goals that we agreed to. We meet with Clint when we want. We could not be happier.
Amanda Sturdevant
Walkner Condon betreut seit etwa vier Jahren meine Anlage- und Rentenkonten, und wann immer ich kann, empfehle ich ihre Dienstleistungen gerne weiter. Im Verlauf unserer Geschäftsbeziehung habe ich mich oft an Clint gewandt, um seine Einschätzungen und Empfehlungen zu Investitionsmöglichkeiten zu erhalten, und er hat mir auch geholfen, einen 401K in ein IRA zu überführen und einen College-Fonds für meinen Sohn zu eröffnen. Der Umgang mit dem Büropersonal war immer großartig – gründlich und schnell. Ich vertraue darauf, dass Clint und WC mein Geld so behandeln, als wäre es ihr eigenes.
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