Megna Financial Group LLC

Website
1424 N High Point Rd
Middleton, WI 53562
http://megnafinancial.com

Megna Financial, led by Certified Financial Planner Katie Megna, is dedicated to providing personalized financial advice that reflects Midwestern values and a client-first approach. The firm offers comprehensive services for individuals, families, and businesses, helping clients navigate their financial journeys from early career planning to retirement and beyond.

With a strategic partnership with Wisconsin Financial Group and collaboration with CPAs and attorneys, Megna Financial combines local expertise with the resources of a larger firm. Their tailored financial strategies encompass a broad range of services, including wealth management, estate planning, and retirement distribution planning, ensuring each plan aligns with clients' unique life goals.

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