Megna Financial Retirement Planning Associates of Wisconsin Financial Group, based in Middleton, WI, is a team of licensed financial planners with a 75-year history of assisting families and small businesses in retirement planning. With a focus on personalized financial strategies, they offer expertise and resources akin to a large firm while maintaining the accessibility of a neighborhood location.
Led by Certified Financial Planner Kate Megna and founded by Sherri Megna, the firm operates as fiduciaries, prioritizing the best interests of their clients. Through in-depth financial analysis and tailored planning, Megna Financial helps individuals integrate investment, savings, and insurance decisions into comprehensive long-term plans, ensuring a secure financial future.
Generated from the website