Annex Wealth Management, Madison Branch - Madison, Wisconsin

Annex Wealth Management, Madison Branch: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Annex Wealth Management’s Madison Branch presents a dedicated service offering. Located at 1200 John Q Hammons Dr # 101, Madison, WI 53717, this branch is committed to providing personalized wealth management solutions. The telephone number is 84107000, and their website, annexwealth.com, offers further details about their services and investment philosophy. This document provides a detailed analysis of the Madison Branch, outlining its key features, accessibility, and customer feedback.

About Annex Wealth Management

Annex Wealth Management is a firm dedicated to helping clients achieve their long-term financial goals. They operate on the principle of building strong, trusting relationships with their clients, understanding their unique needs and circumstances. The firm specializes in a range of services, including retirement planning, investment management, estate planning, and tax optimization. They pride themselves on a client-centric approach, prioritizing clear communication and ongoing support. The Madison Branch specifically focuses on serving the financial needs of individuals and families within the Madison, Wisconsin area.

Location and Accessibility

The Annex Wealth Management, Madison Branch is strategically located at 1200 John Q Hammons Dr # 101, Madison, WI 53717. Recognizing the importance of accessibility, the branch has been designed to accommodate individuals with diverse needs. Specifically, the facility features:

• A wheelchair accessible entrance
• A wheelchair accessible parking lot
• A wheelchair accessible restroom
• Standard Restrooms

These provisions demonstrate Annex Wealth Management’s commitment to inclusivity and ensuring that all clients can comfortably access their services. The location also provides convenient access to local businesses and amenities.

Services Offered

The core service provided by the Madison Branch is comprehensive financial planning. This includes:

• Investment Management: Tailored investment strategies based on risk tolerance and financial goals.
• Retirement Planning: Developing a roadmap to secure a comfortable retirement.
• Estate Planning: Protecting assets and ensuring a smooth transfer of wealth.
• Tax Optimization: Strategies to minimize tax liabilities.
• Financial Education: Providing clients with the knowledge and resources to make informed decisions.

Annex Wealth Management utilizes a holistic approach, considering all aspects of a client’s financial life to create a comprehensive plan.

Client Feedback and Reputation

Currently, the Annex Wealth Management, Madison Branch has 0 reviews on Google My Business. This lack of publicly available reviews presents a challenge in assessing the immediate client satisfaction. The average opinion is listed as 0/5, indicating a currently neutral, and potentially concerning, level of feedback. It’s important to note that this is a very recent situation and the firm likely welcomes client feedback to improve its services. Potential clients should proactively seek out testimonials or case studies to gain a more informed perspective.

Recommendations for Prospective Clients

Given the limited feedback available, it is highly recommended that prospective clients schedule an appointment to discuss their financial needs. Appointments are also strongly recommended to allow for a thorough assessment of individual circumstances. The team at Annex Wealth Management emphasizes the value of building a strong rapport with clients, and an initial consultation provides an opportunity to evaluate the firm’s approach and determine if it aligns with your goals. Here's a summary of key recommendations:

• Contact the branch directly at 84107000 to schedule an appointment.
• Visit the website, annexwealth.com, to learn more about their services and investment philosophy.
• Confirm accessibility features by contacting the branch in advance.
• Actively seek out client testimonials or case studies (as they become available).

Annex Wealth Management, Madison Branch, while currently lacking extensive public reviews, offers a dedicated service and a commitment to client-centric financial planning. With its accessible facilities and experienced team, it represents a viable option for individuals seeking expert guidance in achieving their financial aspirations.