WC
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors: Asesoría financiera confiable y personalizada en Madison.
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Business
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Walkner Condon Financial Advisors: Asesoría financiera confiable y personalizada en Madison.
Walkner Condon Financial Advisors en Madison ayuda a los clientes a gestionar inversiones y la planificación de la jubilación con un enfoque centrado en el cliente y fiduciario. Las opiniones destacan una comunicación proactiva, un servicio cálido y un equipo de profesionales experimentados —desde Clint Walkner, Mitch DeWitt y Jon Jordan— que escuchan, explican las opciones y mantienen las inversiones alineadas con metas a largo plazo, incluyendo traslados de IRA y ahorro para la universidad.
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Gestión personalizada de carteras, adaptada a su tolerancia al riesgo y a sus objetivos financieros a largo plazo.
Estrategias integrales para transferencias de 401K, IRAs y planificación de ingresos de jubilación para asegurar su futuro.
Asesoría experta para abrir y gestionar cuentas de ahorro para educación para el futuro de sus hijos.
Sesiones de asesoría individuales para revisar metas, planes del empleador y oportunidades de inversión, con seguimiento proactivo.
Actuando en su mejor interés con asesoramiento transparente y una gestión ética de sus activos.
Calificación general
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 ha estado administrando mis cuentas de inversión y de jubilación durante aproximadamente 4 años, y cada vez que puedo, con gusto recomiendo sus servicios. A lo largo de nuestra relación profesional, a menudo he acudido a Clint para conocer sus ideas y recomendaciones sobre oportunidades de inversión, y él también me ha ayudado a hacer un rollover de un 401K a un IRA y a empezar un fondo para la universidad de mi hijo. Mi trato con el personal de la oficina siempre ha sido excelente: minucioso y rápido. Confío en Clint y en WC para tratar mi dinero como si fuera su propio dinero.
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