Soma Wealth Management
2323 Crossroads Dr, Madison, Wisconsin 53718
(608) 837-2700 Suite 190
Soma Wealth Management Business Information
- Name:
- Soma Wealth Management
- Address:
- 2323 Crossroads Dr
Suite 190 - City:
- Madison
- State:
- Wisconsin, US
- Zip Code:
- 53718
- Telephone:
- (608) 837-2700
- Fax:
- n/a
- Website URL:
- click here
- Facebook:
- https://www.facebook.com/edwardjones
- Twitter:
- @EdwardJones
- Categories:
- Investments
- Hours:
- M-F 8am-4pm, Sa-Su Closed
- Services:
Financial Advising, Investment Funds, Investment Management, Stock Broker - Products:
Financial Advisor - Brands:
n/a - Specialties:
- 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs
- Coordinates:
- 43.130681, -89.289367
- Accepted Payment:
- Watch:
- If you've inherited money from your own '
About Soma Wealth Management
Our purpose starts with you. We have a unique team approach that is passionate about wealth management, and we focus on what's important to you.Our team believes in making the time to understand your situation, so we can provide you with the best financial service and communication.Our knowledge and experience allow us to address your needs with a personalized strategy.Our goal is to help provide you with a simplified and secure financial future, so you can live life on your terms and leave a lasting and meaningful legacy.
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