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Mendota Financial Group, Llc

EST. AUM
$254,196,000

CONTACTS
4

CLIENT ACCOUNTS
881

Firm Details

Metro area Madison
CRD Number 136294
Website mendotafinancial.com
Client types

Overview

Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees, and their families. Its goal is to maintain and grow clients' wealth for retirement and future generations. To do this, the group looks at clients' entire financial situation, develops a customized plan, and reviews their progress to ensure it meets their objectives. Its mission is to provide clients with peace of mind, so they can focus their time and attention on the people they love and the things they want to do. The group's conservative investing approach is designed to achieve the highest probability of meeting clients' long-term financial goals. At Mendota Financial Group, they know clients work hard for their money, and they will work hard to protect and grow it.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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