Stephen G Smith

Thun Financial Advisors, based in Shorewood Hills, Village of, WI, is a leading international wealth management firm specializing in serving American expats and cross-border families in over 90 countries. With over $245 billion in combined assets under management advisement as of July 1, 2023, their team of cross-border wealth managers offers expertise in investment management, financial planning, and strategic tax planning tailored to the unique needs of clients living and working abroad. Through their planning-led approach, Thun Financial Advisors helps expats optimize their investments, navigate complex tax laws, and ensure compliance with U.S. regulations. Their services cover a range of financial aspects, including currency risk management, retirement planning, international tax planning, and estate planning for U.S. citizens living abroad, providing comprehensive support to help clients achieve their long-term financial goals while abroad.Generated from the website

Stephen Cooley is a Licensed Financial Representative with Primerica serving MADISON and its surrounding areas.

Dahl Financial Group is an independent investment advisor firm based in Middleton, offering unbiased advice to individuals and businesses on their investment portfolios. The firm prides itself on providing personalized and objective financial guidance, helping clients make informed decisions to achieve their financial goals. Generated from their website's infomation