Ryan Krause - Edward Jones

Fortress Planning Group, based in Madison, WI, is an independent, fee-only, fiduciary firm specializing in comprehensive wealth management plans for families and individuals. Their holistic approach focuses on coaching clients towards a secure financial future, serving as dedicated stewards for successful family units across the country. With a strong emphasis on investment management, retirement planning, income tax planning, insurance planning, and estate planning, Fortress Planning Group offers tailored strategies to help clients navigate the complexities of wealth management. Their goal is to alleviate the burden of financial decision-making for family stewards, allowing them to focus on caring for their loved ones while the firm creates a customized blueprint for their family fortress.Generated from the website

Located in Madison, WI, Edward Jones - Financial Advisor: David O'Brien is a notable financial services firm specializing in providing comprehensive support to individuals, families, and small businesses in achieving their financial objectives. The firm is committed to offering personalized guidance that caters to the unique needs of each client, encompassing investment management, retirement planning, estate planning, and education savings programs. With a strong presence of dedicated financial advisors across the country, Edward Jones places a high value on fostering enduring relationships with clients through in-depth consultations and continuous assistance. Their focus on crafting individualized strategies sets them apart, ensuring that clients receive tailored financial solutions that align with their specific goals. By prioritizing personalized care over a one-size-fits-all approach, Edward Jones makes strategic financial planning accessible to a diverse range of investors, empowering them to navigate life's various stages with confidence. Generated using this brand's available information

Cornerstone Home Lending, Inc. NMLS ID # 2258 At Cornerstone Home Lending, Inc., you will find a cohesive team of caring, seasoned professionals who are passionately dedicated to making your home-financing transaction a remarkable experience. Established in 1988, Cornerstone is a refreshingly unique national home lender with thousands of highly-satisfied clients who return to Cornerstone year after year, loan after loan. Cornerstone's Mission clearly states that our most important goal is to make a positive contribution to our clients' lives. Quite simply, we operate with integrity, we treat our clients with the utmost respect, we listen to determine the appropriate loan product that meets our clients' financial objectives, and we meet the agreed upon closing date. - Cornerstone has more than 1,000 full-time team members who are passionate about serving you - Our team members are seasoned professionals with an average industry tenure over 10 years; and more than 10% of our team memebers have been with Cornerstone for more than a decade - Our shareholders are also our team members who are committed daily to perfecting the home loan process - Our access to hundreds of loan products nationwide, In-house processing, underwriting and funding ensure that Cornerstone's home loan advisors deliver competitive, streamlined financing options and on-time closings - Licensed to lend in 39 states - Over 100 branch offices throughout the United States - Cornerstone ranks #30 nationally annual loan volume among all home lenders * - Cornerstone ranks #10 nationally among independent mortgage companies * - "Top Workplaces" awards for each of the past 4 consecutive years * * 2013 rankings, Mortgagestats.com * Houston Chronicle Top Workplace Awards 713.621.4663 Equal Housing Opportunity