The Team at Goldstein Advisors has helped clients and families grow and protect their wealth for more than 20 years. It has been our privilege to serve the Madison and southern Wisconsin community with personalized and comprehensive financial planning services that address every aspect of life. We put the collective experience, education, and talent of our highly credentialed team to work so we can help our clients plan, pursue, and achieve all t...
Anne McCabe founded Curo Private Wealth in 2014 out of a desire to help people experience the freedom and confidence that comes from taking control of their future through financial planning. The firm has grown throughout its history, partly due to a successful merger with Bernard Wolfe & Associates in 2021. We’re one firm united in our approach to providing comprehensive financial planning and investment management, with two convenient locations...
LifeBridge has been a multigenerational team since 2016 committed to helping families reach and thrive in retirement. The story of LifeBridge goes back to 1989 when Michael founded Michael G Rudelson & Co, and later merged with LifeBridge in 2016. When the opportunity to combine firms presented itself in late 2020 through Bluespring Wealth Partners, the teams realized this was the answer to continue to provide the highest levels of service to cli...
Shelton Financial Group's founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began the firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Shelton Financial Group is a full service retirement planning and investment management firm located in Northeast Indiana. The multi-generational firm takes a team approach to addressing our clients biggest financial c...
Shelton Financial Group's founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began the firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Shelton Financial Group is a full service retirement planning and investment management firm located in Northeast Indiana. The multi-generational firm takes a team approach to addressing our clients biggest financial c...
Oklahoma Financial Center has been a part of the Oklahoma City community for more than thirty years. We go all the way back to the fall of 1987 when Karen Cunningham founded Oklahoma Financial Center as a fee-based financial planning firm. Throughout the years, we’ve added expertise and experience with dedicated team members. In 2017, Karen’s son Porter joined the firm, bringing our team to ten members. Strong communities are made up of strong, c...
