Madison Financial
With over 50 years combined financial wellness experience, we specialize in 401k plan management for leaders + uniquely offer to meet 1-on-1 with each employee within the companies we serve. To mitigate risks and save money, our services include: Business Retirement Plans, Individual Retirement Planning, and Investment Management. From CEO to entry-level employee, we help all people to attain financial wellness and secure their financial futures. The Madison Financial team works with businesses across the South to provide best in class corporate retirement plans for their employees. We believe that attaining financial security is possible for every individual within an organization and work directly with individuals to create goals, set a course of action, and monitor plan performance. Are you having challenges managing your company 401k plan? Do you want to do more for your employees’ financial wellness? Whether you haven’t seen your advisor in a while or are struggling to handle compliance issues, let Madison Financial take this burden off your shoulders. Our advisory services mitigate risk, save money, and provide peace of mind to our clients. Advisory Services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Madison Financial are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
7-day free trial · no credit card
Verified contacts
4
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 4 verified contacts at Madison Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- DW
Dan Watson
Partner at Madison Financial · Other
EmailPhone - DM
Doug McCarthy
Managing Partner · General Business & Management
EmailPhone - MB
M. Brian Moss
Business Development Specialist · Sales & Business Development
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Madison Financial
4 distinct titles indexed · top 4 shown.
- 1business development specialist
- 1managing partner
- 1partner at madison financial
- 1senior partner
Sign up to unlock all 4 contacts at Madison Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Madison Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.