Madison Financial Advisors Ltd

  • Investment Bank/Securities Brokerage
  • Cincinnati OH
  • 14 employees
  • Investment Management
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Company Overview

Headquarters
7755 Montgomery Rd, Cincinnati OH
Website
madisonadvisors.com
Phone
(513) 871-4555
Employees
14
Founded in
2000
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$5B

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Who is Madison Financial Advisors Ltd

Madison Financial Advisors Ltd is an independent financial planning and investment management firm based in Cincinnati, Ohio. The employee-owned company was founded in 2000 and has 14 employees. The firm provides a variety of financial services to individuals, multi-generational families, business owners, and charitable foundations. These services include customized financial planning, investment and portfolio management, retirement planning, stock option planning, trust and estate advisement, and equity and fixed income research. Madison Financial Advisors Ltd manages portfolios ranging from $1 million to $25 million on behalf of its clients. The firm is dedicated to delivering objective financial advice and is committed to helping successful people make smart decisions with their money. For more information about Madison Financial Advisors Ltd, please visit their website at madisonadvisors.com.

Madison Financial Advisors Ltd Industry Tags

Customized Financial Planning
Investment Management
Retirement Planning
Business Succession Planning
Estate Planning Assistance
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Madison Financial Advisors Ltd Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Madison Financial Advisors Ltd's headquarters?
The headquarters of Madison Financial Advisors Ltd are situated at 7755 Montgomery Rd, Cincinnati OH
What is Madison Financial Advisors Ltd's phone number?
Madison Financial Advisors Ltd's contact number is (513) 871-4555.
What is Madison Financial Advisors Ltd's official website?
The official website of Madison Financial Advisors Ltd can be found at madisonadvisors.com.
What is Madison Financial Advisors Ltd's current revenue?
As of December 2014, Madison Financial Advisors Ltd's annual revenue reached $5B.
How many employees does Madison Financial Advisors Ltd currently have?
Madison Financial Advisors Ltd employs approximately 14+ people as of December 2014
Which industries is Madison Financial Advisors Ltd primarily operating in?
Madison Financial Advisors Ltd operates in the following industries: Investment Management
What are Madison Financial Advisors Ltd's industry tags?
Madison Financial Advisors Ltd's industry tags include: Customized Financial Planning, Investment Management, Retirement Planning
When was Madison Financial Advisors Ltd founded?
Madison Financial Advisors Ltd was founded in 2000.

Employee Directory

Key Employees

Sheila Zenni

Client Service Specialist

Phone Email

Alan Henning

Principal

Phone Email

Kelly Sinnen

Director of Marketing and Communications

Phone Email

James Phillips

Customer Service Specialist at Madison Wealth Management

Phone Email