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Quick Chat

  • 20 minutes
  • Introductory Meeting
  • Primary Office

Service Description

Sometimes life is busy. We understand. A 'Quick Chat' is a brief phone call or meeting that provides you with an update on your investments, but keeps the meeting brief in order to fit within your normal workday. It can also be used to discuss a financial topic (refinancing, education, economy, etc.)

Contact Details

  • 702 N High Point Rd, Madison, WI, USA

    (608) 833-9400

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