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Profile Details

Organization Name:
Custer Plumb Financial Services
Business Address Line 1:
406 Science Dr., #310
Business City:
Madison
Business State:
WI
Business Zipcode:
53711
Email:
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Phone:
(608) 287-3009
Website:
http://www.custerplumbfinancialservices.com
Category:
Financial Services
Keywords:
Financial planning and socially responsible investing in Madison, WI. Financial Services Margaret McEntire
Products and Services:
We provide comprehensive financial planning, insurance, and investment services and products, including social responsible investments. We help people understand and control the financial component of their lives so that they can support and protect their personal security, the people they care about and the principles in which they believe. Our planning process is an integration of clients' values, visions, objectives and financial situations.
Philosophy:
As a locally owned business, we understand the interdependency of our firm and this community in which we live and work. The health and well-being of our community is but one reason we have a history of donating time and financial resources to help support many local arts and social service organizations. As much as possible we buy local.
History:
Founded in 1981 by Betty Harris Custer because she felt there was a better way to provide financial counseling to people than what was then offered by traditional brokerage firms.
DBL Gift Card:
No
Contact First Name:
Margaret
Contact Last Name:
McEntire
Volunteer Committee Interest:
no
Hosting an Event Interest:
no