Sue was SO helpful! She is kind, informative, and encouraging. As a 27-year-old with no experience…read morein financial anything, I was very intimated and unsure where to start. I signed up for a 15 min session with Sue, and it is the best financial decision I have ever made! She took the time to help direct me to someone who could be most helpful to me for where I am at in my life. She was comforting, supportive, and exceedingly helpful. For the first time in my life, I feel like I can be in control and make smart and informed decisions with my money!

With a little bit of time, and a little bit of effort, you can maximize your income and investments…read moreusing the guidance of Sue Peck of Evolution Financial. Sue is not only good at what she does, but the level of service she provided us showed that she cares about our money as much as we do! With a couple simple changes and much reassurance from Sue, we are using what we already had more efficiently. While we try not to think about the costs of retirement, Sue kept it in mind while we discussed our current and short-term money goals. It's a relief to know there's a second pair of eyes on our future. I would recommend Sue whether you are just starting out, need a refresh of your financial situation, or are an expert financei looking to increase your knowledge (and benefit from it!).

Bryan and Leslie helped me get nursing home insurance and helped me to analyze my retirement plan…read moreso I wouldn't have to worry about my future. -Joanne

From the owner: Financial Planning, Investment…read more Products: Health Insurance Including: Disability Income Protection and Medicare Supplement Coverage and Long-Term Care Protection, Roth IRAs, 401(K) Rollovers, Education Funding and College Savings Plans Services: Investment Advisor, Investment Services, Investment, Retirement and Estate Planning, Financial, Life Insurance, Wealth Management, Available on Saturday by Appointment Brands: Ameriprise Financial Location Facts: Corner of US 51 & Hamilton St. - On the Madison side of beautiful Stoughton.

Great Financial services. Retirement planning, Investments, Lending capabilities from CFP's. Fee…read morebased Advisory services. (Previously Wachovia Securities, AG Edwards & Sons, Everen Securities Blunt Ellis & Lowie, Kemper Securities).

From the owner: As financial advisors, our commitment to you is to understand that reaching your dreams requires a…read morepersonalized approach. We know building relationships makes a difference and will sit down with you and take time to understand your needs before helping you create an investment strategy based on your entire financial picture, even money you've invested elsewhere. You may spend time stressing over retirement and your money; we want to give you this time back. What you do with your time is up to you. Our goal is to give you more of it.

We have been nothing but happy with the wise counsel we have received. Very knowledgeable,…read moreespecially about WRS. Our advisor took all the time needed to answer our questions. My wife is an Econ PhD so knows BS when she hears it. We have been to other advisors just interested in selling products. WDS acts as a fiduciary and takes that responsibility seriously. We have mostly used pre retirement advising so can't really speak to the performance of the funds. The strategy makes sense to us, the rest is the market.

I took the retirement seminar that WDS presents through UW-Extension and was very impressed with…read morethe breadth and depth of information. The materials were very helpful as the pace of the class is fast due to the amount of information being provided. There was no pressure at the class to meet with an advisor but I chose to receive the complimentary review of my situation. I met with Kyle French twice and he did a comprehensive review of my positions and went over the results clearly and without pressuring me to sign up with WDS. I am not currently a client so cannot speak to the investment performance.

No one ever notified us that our advisor was let go. We only found out when we called with a…read morequestion. We left them right away. Beware of the funds they put you in. They put our money in private equity and we can't get all of it out. Very frustrating. Not happy with them.

Been with Savant Management since 2006 They have done a good…read morejob on handling our family finances Always available by phone and monthly statements let's me stay on top of my accounts Their quarterly reports are easily tracked and give a good overall performance of that period