Network·Venture Capital

Neuenschwander Asset Management, LLC

Unclaimed

📍 MCFARLAND, WI

Venture Capitalreal estate
www.namadvisors.com

SEC CRD #801-124791

About

Financial Advisors | Neuenschwander Asset Management | McFarland Skip to content Location Contact 608-838-3330 Location Contact 608-838-3330 About Services Retirement Planning Investment Planning Tax Planning Estate Trust Planning Employer Sponsored Retirement Plans Blog Contact Us Your Personal CFOs Providing personalized financial advice and tax preparation services to individuals, families and business owners Request a Discovery Meeting Want to preserve and grow your wealth? Have ideas and aspirations of how you’d like to use your money – today and in the future? Unsure of the best way to manage your personal finances and investments to reach those goals? As financial advisors and wealth management professionals based in McFarland, Wisconsin, we’ll help you: Plan for retirement so you can retire on your terms Minimize taxes owed now and in the future Save for major expenses such as college See the impact of any charitable giving Plan your estate and what happens to anything you may leave behind Make adjustments if priorities change Request a Discovery Meeting Our comprehensive service approach includes Retirement Planning Learn More Investment Management Learn More Tax Management and Planning Learn More Estate and Trust Planning Learn More To us you re more than a portfolio to manage Too many financial advisors focus on the business of selling investment products. Our goal is to build a long-term relationship and keep your plan relevant over time. That s why we: Provide fe

Key Contact

JV

JAMES V MURPHY

CHIEF COMPLIANCE OFFICER

📞 (608) 838-3330

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Geographic Focus

wisconsin

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AUM

$174M

Location

MCFARLAND, WI

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