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Home > Financial Planner Directory > Wisconsin > Middleton > Carol A. McNeill-Skorupan, MBA, CPA/PFS, CFP®

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Carol A. McNeill-Skorupan, MBA, CPA/PFS, CFP®

Ameriprise Financial Services, Inc

8333 Greenway Blvd
Suite 330
Middleton, WI 53562
Phone: (608) 829-8209
Fax: (608) 829-8212

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Banking
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Business Taxes
Estate Planning
Disaster Recovery
Corporate Finance
Investment Management
Limited Partnerships
Employee Benefits
Getting Divorced
Irregular Income
Getting Married
Mutual Funds
Job Loss
Insurance
Life Planning
Retirement
Stocks & Bonds
Tangible Assets
Succession Planning
Long-term Care
Medical & Health Issues
Sudden Wealth
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: Fee Only on Financial Plng & Managed Accounts; Commissions on Brokerage Accounts & Insurance; No charge for initial "get acquainted" consultation.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.