Madison Financial Planning

Financial ServicesConnecticut, United States2-10 Employees

For more than 25 years we have been providing our clients with sophisticated financial planning counsel, unbiased asset management, investment accountability, and personalized service.  The mission of the Madison Investment Center is to serve as a team of knowlegeable professionals, who, with integrity and exemplary service, help our clients pursue their financial goals. Three factors that differentiate our firm are:

Independent: LPL Financial does not offer proprietary products and does not engage in investment banking activities. Therefore, we are able to provide unbiased investment recommendations that integrate a broad scope of investment products.

Experienced: Investors need a knowledgeable and experienced partner who can guide them through the intricacies of investing and financial planning. Craig Bernard, CERTIFIED FINANCIAL PLANNER™, and his team, are dedicated to using the financial planning process when working with clients.

Personal: We create personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities. 

Securities offered through LPL Financial, a Registered Investment Advisor, Member SIPC  
www.SIPC.org.  Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or competeness.  For a list of states in which we are registered to do business, please visit www.madisoninvest.com.

Sign up for free to view info

Email Format Employee directory