Point B Wealth Advisors

Megna Financial LLC is a licensed financial planning firm and associate of Wisconsin Financial Group, with a 75-year history of assisting families and small businesses in Middleton, WI, with retirement planning. With a team of over 60 colleagues across Wisconsin, they offer the expertise of a large firm combined with the convenience of a local office. As fiduciaries, Megna Financial's certified financial planners and associates prioritize acting in the best interest of their clients. They provide comprehensive financial analysis and strategies tailored to individual situations, integrating investment, savings, and insurance decisions into a cohesive plan. With nationally recognized investment and insurance choices, they continue to manage clients' plans over the years.Generated from the website

Retirement Solutions LLC, based in Middleton, WI, is a local financial advisory firm specializing in multi-generational financial planning, including tax and social security planning. Their customized programs are designed to provide trustworthy and high-quality financial advice for accumulating, preserving, and distributing wealth. With a focus on assisting individual investors and their extended families in a comprehensive financial advisory framework, Retirement Solutions differentiates itself through its multi-generational approach and intimate knowledge of clients' unique circumstances. Their site offers educational resources such as videos, articles, and calculators to help clients learn more about financial planning and investment concepts.Generated from the website