Jason Mascitti

FIC

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #0M19831, CO, FL, IA, IL, IN, KS, MA, MD, MI, MN, NE, NJ, NM, PA, SC, TX, VA, WI

Phone 608-673-6130
Address

2608 Monroe Street
Madison, WI 53711

Jason Mascitti

State(s) Licensed:   CA Insurance Lic. #0M19831, CO, FL, IA, IL, IN, KS, MA, MD, MI, MN, NE, NJ, NM, PA, SC, TX, VA, WI

Welcome!

Our office is located at 2608 Monroe Street, in the lovely and historic Dudgeon Monroe Neighborhood. Our building has been home to numerous local businesses for over 100 years, including a bakery during the Great Depression and more recently an art gallery and specialty gift shop.



Let's put your plans in motion

Let's put your plans in motion


Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need.

As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and craft a plan to help ensure you’re well positioned to reach your goals.


Together, we can explore how you can:

·        Protect your financial future.

·        Prepare for an unexpected illness, injury, or loss.

·        Plan for extended care expenses.

·        Invest with purpose and manage your assets.

·        Explore more tax-efficient ways to manage your money.

·        Save and prepare for income in retirement. 


Meeting Options:

  • In Person at one of our Madison Office
  • Zoom Meeting
  • Phone Call


Let us know what you are comfortable with and we will be happy to set up an appointment!

To learn more about the privacy of your information, visit our privacy policy.

Location

Madison Office

Phone:
608-673-6130

Hours

M – F: 9 a.m. – 5 p.m.