Wisconsin Financial Services

DMA Tax Accounting is a trusted financial services provider in Monona, WI, offering a wide range of personalized services to help individuals and businesses achieve their specific goals. With a focus on building excellent client relationships, their experienced team provides individualized attention and expert advice to maximize profits and minimize risks. Whether it's tax planning, accounting consulting, or on-site bookkeeping, DMA Tax Accounting is dedicated to helping clients make informed financial decisions and attain long-term success. With a commitment to the safety and well-being of their clients and community, DMA Tax Accounting is taking necessary precautions during the COVID-19 pandemic, following guidelines from local health agencies. Their team ensures a hygienic environment, maintains appropriate distancing, and requires visitors to wear masks. As a proud member of the community, DMA Tax Accounting is dedicated to providing high-quality service and helping clients navigate their financial journeys with confidence and peace of mind.Generated from the website

Neuenschwander Asset Management, based in McFarland, Wisconsin, offers personalized financial advice and tax preparation services to individuals, families, and business owners. Their comprehensive services include retirement planning, investment management, tax planning, education planning, estate and trust planning, net worth development, and charitable giving. With a focus on building long-term relationships, Neuenschwander Asset Management provides fee-only investment services, tailored approaches to balance financial goals with lifestyle aspirations, and regular plan reviews to ensure relevance over time. Their goal is to help clients achieve financial success by preserving and growing wealth, minimizing taxes, and planning for major expenses and future goals.Generated from the website

Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services to help our clients achieve their personal and financial goals. We specialize in wealth management and retirement income planning.As independent investment advisors, we serve as our clients' personal advocate. We help you map out a plan to reach your financial destination. As your personal financial advisor, we can: Help you identify your personal and financial goals (your destination). Recommend solutions tailored to your specific needs (your roadmap). Explain how and when to make adjustments to your financial plan (roadside assistance).On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.Securities Offered Through First Allied Securities, Inc. A Registered Broker Dealer Member of FINRA/SPIC. Advisory Services Offered Through First Allied Advisory Service, Inc. A Registered Investment Adviser.