Megna Financial LLC is a licensed financial planning firm and associate of Wisconsin Financial Group, with a 75-year history of assisting families and small businesses in Middleton, WI, with retirement planning. With a team of over 60 colleagues across Wisconsin, they offer the expertise of a large firm combined with the convenience of a local office.
As fiduciaries, Megna Financial's certified financial planners and associates prioritize acting in the best interest of their clients. They provide comprehensive financial analysis and strategies tailored to individual situations, integrating investment, savings, and insurance decisions into a cohesive plan. With nationally recognized investment and insurance choices, they continue to manage clients' plans over the years.
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