WC
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors : Des conseils financiers fiables et personnalisés à Madison.
5
Business
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Walkner Condon Financial Advisors : Des conseils financiers fiables et personnalisés à Madison.
Walkner Condon Financial Advisors à Madison aide ses clients à gérer les investissements et la planification de la retraite avec une approche fiduciaire axée sur le client. Les avis soulignent une communication proactive, un service chaleureux et une équipe de professionnels expérimentés — de Clint Walkner à Mitch DeWitt et Jon Jordan — qui écoutent, expliquent les options et veillent à ce que les investissements restent alignés sur les objectifs à long terme, y compris les transferts d’IRA et l’épargne pour les études universitaires.
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Gestion de portefeuille personnalisée adaptée à votre tolérance au risque et à vos objectifs financiers à long terme.
Stratégies complètes pour les transferts 401(k), les IRA et la planification de revenus de retraite afin de sécuriser votre avenir.
Conseils d'expert sur la mise en place et la gestion de comptes d'épargne-études pour l'avenir de vos enfants.
Séances de conseil individuelles pour examiner vos objectifs, les plans de l'employeur et les opportunités d'investissement, avec des suivis proactifs.
Agir dans votre intérêt avec des conseils transparents et une gestion éthique de vos actifs.
Note globale
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 gère mes comptes d'investissement et de retraite depuis environ quatre ans et chaque fois que j'en ai l'occasion, je recommande volontiers leurs services. Au cours de notre relation d'affaires, je me suis souvent tourné vers Clint pour ses avis et ses recommandations sur les opportunités d'investissement, et il m'a aussi aidé à effectuer le rollover d'un 401K en IRA et à démarrer un fonds d'études universitaires pour mon fils. Mes échanges avec le personnel du bureau ont toujours été excellents - approfondis et rapides. Je fais confiance à Clint et à WC pour traiter mon argent comme s'il s'agissait du leur.
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