portrait of Steve L Soma
FINANCIAL ADVISOR

Steve L Soma,

AAMS™
2323 Crossroads Dr Suite 190 Madison, WI 53718 opens in a new window
Call Send Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Socially Conscious Investing

Personal Interests

  • Spending Time with Family
  • Scuba Diving
  • Skiing
  • History and Museums
  • Fishing

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 04:00PM
Tuesday 08:30AM - 04:00PM
Wednesday 08:30AM - 04:00PM
Thursday 08:30AM - 04:00PM
Friday 08:30AM - 04:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Web Conferencing

Fax

(888) 672-2353

Branch Team

  • Pam VanderSanden
    Registered Branch Associate
  • Patti Likwarz
    Sr. Branch Office Administrator

Office Address

2323 Crossroads Dr Suite 190
Madison, WI 53718opens in a new window

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