Walkner Condon Financial Advisors

Walkner Condon Financial Advisors

金融服务

Madison,WI 531 位关注者

Accessible. Dependable. Comfortably Unique.

关于我们

Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients. For more information, to schedule an appointment, or see the educational content produced by our advisors, please visit https://walknercondon.com. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Walkner Condon Financial Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information regarding the website’s users and/or members.

网站
https://walknercondon.com
所属行业
金融服务
规模
11-50 人
总部
Madison,WI
类型
上市公司
创立
2012
领域
Retirement Income Analysis、Asset Allocation Analysis、Investment Management、Life Insurance, Long Term Care, and Disability Insurance Planning、Planning for UW System employees、Wisconsin Deferred Compensation Plan、457 plans、403b plans、Expat Investing、Retirement Planning、Wealth Management、Financial Planning、U.S. Expat Wealth Management和Financial Advising

地点

Walkner Condon Financial Advisors 员工

动态

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