Reese Financial Management, Inc.

CONNECT

Address:

550 Sunrise Dr., Suite 104

Spring Green, WI 53588

Phone: 608.588.3800

Toll Free: 800.300.6886

Fax: 608.588.3806

440 Science Dr., Suite 302

Madison, WI 53719

Phone: 608.271.6886


Phone:

Fax/Other:

(608) 588-3806

Investment Services

As independents, we have no proprietary products to push.  Our clients have access to a broad universe of investments, with literally thousands of mutual funds and other investments available from more than 100 management companies, as well as individual stocks and bonds.

Advisor Solutions:  Our own custom portfolio models, comprised of  No-Load and Institutional Shares as well as Load-Waived A Shares (we are able to purchase fund shares for which other investors may pay a "load" or sales charge without our clients incurring those charges).  These models incorporate investment ideas gleaned from a wide variety of sources and refined over an extended period of time.  We periodically evaluate models recommended by institutional advisors to compare against our own. 

Strategist Solutions:  Provides our clients with access to managed accounts from a number of world-class Institutional money managers, including Guggenheim, Lazard, JP Morgan, Loring Ward, Russell Investments, S&P and Vanguard. 

Custom Style Portfolios: An open platform of managed account solutions that offer clients portfolios of individual stocks and other securities with broad diversifification across asset classes and investment styles - designed for all of their financial needs, preferences and objectives.  

Contact us by phone or email to detemine how we can best be of service to you and your family.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck