Financial Planners near Middleton

“For the past three years, our financial well-being has been expertly managed by Peter and his team at Sentinel Advisory Group, through their investment management and retirement planning services. Peter has consistently provided exceptional service and guidance. His communication is always clear, timely, and insightful, making complex financial matters easy to understand.

Peter's smart investment advice has been instrumental in growing our portfolio and solidifying our retirement plans. We've been consistently impressed with his proactive approach and his ability to navigate market fluctuations with sound strategies.

We strongly recommend Sentinel Advisory Group to anyone seeking reliable and effective wealth management services. Their commitment to client success and their expertise in investment and retirement planning make them a trusted partner in achieving financial goals.“

“You won’t find a better place!! Thorough, knowledgeable, respectful. Always has your best interest at heart with all they do for you.
Simply the best out there!! I always know they are taking care of my financial portfolio.“

“Ryan has been helping my husband and me with our retirement finances for almost 4 years now. He is very professional and yet feels like a part of our family since we have gotten to know him. We appreciate his attention to detail and communication to us when decisions need to be made. We have been very pleased in working with him and would highly recommend him to others!“

“My husband and I have been very happy with our service at Wealth Distribution Strategies. Not only do we get great asset management, but also educational classes to build our understanding and connection to other financial service providers to keep us advised and protected.We also really enjoy the annual social activities and fundraisers that they put on to support clients and the community.The staff is great to work with and very accommodating!“

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“Yahara Wealth Management is truly the epitome of client-centered service. Leonard and Andrew have always advocated for what is best for my team and my family. Never have we worked with advisors that goes so above and beyond, and know what our needs are before we even know to ask. They are honest, humble, organized, creative, consistent, smart, respectful, and amazing listeners. As a business owner who yearns for the small business service, and also requires the highest yielding results, I am extremely confident in recommending Leonard and Andrew for both your personal and professional financial advising.“