Madison & Main Advisors, Llc
We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship. We offer comprehensive solutions that cover all areas of your financial plan. Our clients receive access to our online suite of financial planning and account aggregation tools to follow their progress towards achieving their goals. Our financial planning practice covers the following specialties: Retirement, Education, Estate, and Legacy Planning Cash Flow Planning and Projection Corporate Benefits Planning Charitable Gift Planning Insurance Planning (Life & Health, Disability, Long Term Care) Social Security and Medicare Planning Investment Management Securities and Investment Advisory Services offered through M Holdings Securities, Inc, a registered broker dealer and Investment Advisor, member FINRA/SIPC. Madison & Main is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
50
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- DA
Deepak Alur
Partner, Madison and Main Advisors (Previously Atlas Advisory Group) · General Business & Management
EmailPhone - GB
Gary Borowiec
Founding Partner · Other
EmailPhone - MK
Michael K. Depasquale
President · General Business & Management
EmailPhone - DI
Donna I Poyssick
Manager, Office & Operations · General Business & Management
EmailPhone - CS
Christine Sales
Life New Business Operations · Operations
EmailPhone - JD
Jeff Dattolo
Principal Director of Advanced Design · Other
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Madison & Main Advisors, Llc
6 distinct titles indexed · top 6 shown.
- 1founding partner
- 1life new business operations
- 1manager, office & operations
- 1partner, madison and main advisors (previously atlas advisory group)
- 1president
- 1principal director of advanced design
Sign up to unlock all 6 contacts at Madison & Main Advisors, Llc
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Sign up to reveal 6 verified contacts at Madison & Main Advisors, Llc
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