Marquardt Wealth Management, LLC in 1604 Savannah Way

Customer Reviews about Marquardt Wealth Management, LLC:

• ★ ★ ★ ★ ★
  I highly recommend Todd Marquardt of Marquardt Wealth Mgt to friends, family and anyone looking for a financial consultant. I switched from my old financial consultant to Todd and it’s been a night and day difference. I had never met my previous consultant, or even talked to him. I just received the bills he sent. Needless to say, my experience with Todd is the complete opposite. When we set up the account, Todd had to go through a lot of paperwork with me, which he took the time to explain more than once during our face-to-face meetings. The transition was very easy and straight forward on my part. He reviewed my different stocks and bonds and gave me some suggestions and options for change. I was very impressed when he explained that the option he recommended would be better for me than what I currently had, but had lower charges meaning he’d be getting less. It’s very important to be able to trust your adviser as they could easily make more money from giving bad recommendations. I’m very happy and confident in Todd helping me make sense of my financial decisions and situation. The single biggest change from my old financial consultant to Todd Marquardt has been the communication. He prefers to have at least one meeting per year to discuss/explain what’s going on with his client’s accounts. In addition to that, I receive his "Weekly Market Commentary" email. I highly recommend anyone who’d like a trustworthy, honest and personable financial consultant to use Todd.
  By P Simon, June 19, 2017

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About Marquardt Wealth Management, LLC in Waunakee