Harbour Investments

Wells Fargo Advisors in Madison, WI is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advice and services to clients. The branch is staffed by a team of experienced Financial Advisors, including Lori Huston-Dinga, Eric Lanning, Walter Meanwell, Daniel Staples, and Michael Witt. They are dedicated to helping clients navigate the complexities of investing and managing their finances, with a focus on personalized solutions tailored to individual needs and goals.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Middleton, WI area, Jon Bloomer will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Poehling Capital Management is a private money management firm providing customized investment portfolios to both individuals and organizations. We are independent thinkers that perform our own investment research. Our equity research efforts are focused on identifying and monitoring companies possessing sustainable competitive advantages within their particular industry. These companies represent a small subset of the overall market. We also seek to exploit special investment situations involving corporate spin-offs, reorganizations, restructurings, and merger activities. Our investment portfolios are managed using a contrarian investment philosophy and the holdings are concentrated into our best ideas. We place a strong emphasis on investor education. We firmly believe that our investors can achieve improved investment results by being more informed and educated as to the strategies being employed in the management of their money.