Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families. Our goal is to maintain and grow our clients’ wealth for retirement and future generations. To do this, we look at your entire financial situation, develop a customized plan and review your progress to ensure we meet your objectives. Our mission is to provide you with peace of mind, so you can focus your time and attention on the people you love and the things you want to do. Our conservative investing approach is designed to achieve the highest probability of meeting your long-term financial goals. At Mendota Financial Group, we know you work hard for your money. We'll work hard to protect and grow it. Our services: - Wealth Management - Financial Consulting - Asset Allocation - Education
View Top Employees from Mendota Financial GroupWebsite | https://www.mendotafinancial.com |
Revenue | $876000 |
Employees | 8 (8 on RocketReach) |
Founded | 2005 |
Address | 634 West Main Street Suite 302, Madison, Wisconsin 53703, US |
Phone | (608) 223-9211 |
Fax | (608) 223-9231 |
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Industry | Financial Services, Finance General, Wealth Management, Finance, Money Management, Financial Planning |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Mendota Financial Group employee's phone or email?
The Mendota Financial Group annual revenue was $876000 in 2024.
Brian Hellmer is the Chief Investment Officer of Mendota Financial Group.
8 people are employed at Mendota Financial Group.
Mendota Financial Group is based in Madison, Wisconsin.
The NAICS codes for Mendota Financial Group are [52, 523, 5239, 52393].
The SIC codes for Mendota Financial Group are [62, 628].