Matt CFA's Contact Details

Matt CFA's Company Details

Mendota Financial Group

Madison, WI, US • 5 - 9 Employees
Financial Services

Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families. Our goal is to maintain and grow our clients' wealth for retirement and future generations. To do this, we look at your entire financial situation, develop a customized plan and review your progress to ensure we meet your objectives. Our mission is to provide you with peace of mind, so you can focus your time and attention on the people you love and the things you want to do. Our conservative investing approach is designed to achieve the highest probability of meeting your long-term financial goals. At Mendota Financial Group, we know you work hard for your money. We'll work hard to protect and grow it.Our services: - Wealth Management- Financial Consulting- Asset Allocation - Education