Mendota Financial Group

  • Financial Services
  • Madison WI
  • 7 employees
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Company Overview

Headquarters
634 West Main Street Suite 302, Madison WI
Website
mendotafinancial.com
Phone
(608) 223-9211
Employees
7
Founded in
2005
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Mendota Financial Group

Mendota Financial Group is a United States-based company located in Madison, Wisconsin. It is a privately held company with 7 employees and generates approximately $0.876 million in annual revenue. Mendota Financial Group offers a range of financial services, including wealth management, financial consulting, asset allocation, and education. Their clientele consists of affluent individuals, business owners, professionals, university faculty, retirees, and their families. The company distinguishes itself through its conservative investment approach, aiming to maximize the probability of achieving long-term financial goals for its clients. They emphasize a personalized approach, developing customized financial plans tailored to each client's unique situation and reviewing progress to ensure objectives are met. For more information about Mendota Financial Group and its services, please visit their website at mendotafinancial.com.

Mendota Financial Group Industry Tags

Wealth Management
Money Management
Financial Planning
Financial Services
Financial Advisory Services
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Mendota Financial Group Tech Stack

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FAQ

What is the location of Mendota Financial Group's headquarters?
The headquarters of Mendota Financial Group are situated at 634 West Main Street Suite 302, Madison WI
What is Mendota Financial Group's phone number?
Mendota Financial Group's contact number is (608) 223-9211.
What is Mendota Financial Group's official website?
The official website of Mendota Financial Group can be found at mendotafinancial.com.
What is Mendota Financial Group's current revenue?
As of October 2016, Mendota Financial Group's annual revenue reached $1B.
How many employees does Mendota Financial Group currently have?
Mendota Financial Group employs approximately 7+ people as of October 2016
Which industries is Mendota Financial Group primarily operating in?
Mendota Financial Group operates in the following industries: Credit, Finance
What are Mendota Financial Group's industry tags?
Mendota Financial Group's industry tags include: Wealth Management, Money Management, Financial Planning
When was Mendota Financial Group founded?
Mendota Financial Group was founded in 2005.

Employee Directory

Key Employees

Dan Gresch

Principal

Phone Email

Brian Donley

Vice President of Wealth Management

Phone Email

Jaime Hendrickson

Client Services Manager

Phone Email