Wisconsin Financial Services

Legacy Advisory Group Inc., based in Madison, WI, is an independent financial services agency founded in 2007. Specializing in alternatives to traditional financial planning, the agency offers individualized guidance to assist clients in all stages of life. Under the leadership of Mary Owen, Legacy Advisory Group Inc. follows the principals of the Prosperity Economics Movement, providing holistic financial advice from a woman's perspective. Through a signature education process, Mary helps clients make informed decisions to confidently plan for their financial future.Generated from the website

RBC Wealth Management, a division of RBC Capital Markets LLC, specializes in creating customized wealth plans tailored to the unique goals and values of individuals, families, business owners, and institutions. With a strong commitment to long-term management, the firm offers personalized investment insights and proactive solutions to help clients grow, preserve, and empower their wealth. Boasting a global presence with over 4,800 financial consultants and advisors, RBC Wealth Management emphasizes a values-based approach, recognizing that true wealth encompasses more than just financial assets. The firm's dedication to client service is underscored by its financial stability and heritage of integrity, ensuring clients receive the support they need to achieve their financial objectives. Generated from the website

Welcome to Merrill Lynch in Madison, WI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.