FINANCIAL ADVISOR
Madison, WI 53718 opens in a new window
Call Send Me a MessageSteve L Soma,
AAMS™
2323 Crossroads Dr Suite 190 Madison, WI 53718 opens in a new window
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
Contact Me
Office Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Monday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Monday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Fax
(888) 672-2353Branch Team
- Pam VanderSanden
- Registered Branch Associate
- Patti Likwarz
- Sr. Branch Office Administrator
Branch Team
Office Address
2323 Crossroads Dr Suite 190Madison, WI 53718opens in a new window
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