Financial Planners near Verona picked by BestProsInTown
“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!”
“Our experience with Ryan has been very positive as we transitioned to him from someone else. Attentive to what we have going on currently and how that relates to our goals. Knowledgeable on a variety of topics I've asked about and more than willing to provide information so we can determine what is best for us.”
