This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Custer Financial Services
- Financial Services
- Madison, WI
About this business
Location details
406 Science Dr, Ste 100, Madison, WI, 53711, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to Midnight | |
| Thu | Closed | |
| Fri | 8:00 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been working with Custer Financial Services and now Custer Burish Financial services for more than 35 years. We couldn’t be happier with them. About 3 years ago we were ready to consider a move to a retirement home. The team helped us organize our finances, so that we would have the cash we needed to make this big change, while also taking tax considerations into account. They always consider our needs and our temperaments. They make suggestions, but never make investment decisions without our input. We would never b... read more
Custer Burish is a fantastic company. I have been working with them for quite some time now. Their strategic approach to financial planning and advisory is tailor-made for each client. They treated me and my wife like VIPs, and I can only assume they treat all of their clients with the same level of care and service. Personally, I found their financial advice to be thoughtful, informative, and personalized. I cannot recommend them enough.
Joanna and her team are terrific. They are focused on your big picture, not just looking at your finances. They are easy to talk to and their proposals are easy to understand. We have been working with Custer Finance since the ‘90.The transition to Custer- Burish has been smooth and we are very pleased with the results.
We had a great experience working with our financial advisors Joanna and Earl at Custer Burish Financial Services. They took the time to really listen to our concerns and understand our goals, using a holistic approach to look at our entire financial picture. Rather than offering a one-size-fits-all plan, they created a personalized strategy that we feel comfortable with and confident will help us achieve our retirement goals. They were knowledgeable, patient, and explained everything in a way that was easy to understand. We... read more
Joanna Burish and her brilliant team at Custer Burish took me and my husband from debt to no debt, savings, and investment with a solid and holistic plan perfectly suited to our needs. We trust them implicitly, and would recommend them to anyone wanting to confirm or strengthen a financial strategy.
Frequently asked questions about Custer Financial Services
How is Custer Financial Services rated?
Custer Financial Services has a 4.5 star rating with 14 reviews.
When is Custer Financial Services open?
Custer Financial Services is closed now. It will open on Monday at 8:00 a.m.
Browse nearby in Madison, WI
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com