Kyle Kittel

Financial Advisor

State(s) Licensed:   IA, IL, MN, NJ, SD, WI

Phone 608-848-5150
Address

957 Liberty Drive Suite 204
Verona, WI 53593

Kyle Kittel

State(s) Licensed:   IA, IL, MN, NJ, SD, WI

Mapping out your journey to financial clarity so you can create a better future for you, your family, and your community

As a Financial Advisor, my mission is to provide holistic financial planning to help people achieve their goals while making a difference in their community. I work with purpose-driven clients to develop strategies for financial clarity. I spend time getting to know my clients and individualizing a plan that is unique to them based on their goals and values.

I specialize in:

  • Holistic Financial Planning
  • Retirement Planning
  • Investment Management
  • Protection
  • Tax Efficiency
  • Legacy Strategies
  • Special Needs Planning

I truly believe that money is a tool, not a goal. It is a tool that can create a better future for individuals, families, and communities. Let's connect and create a plan designed to help you live out your values, achieve your goals, and make a difference in your community.

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Location

Verona Office

Phone:
608-848-5150

Hours

M – F: 9 a.m. – 5 p.m.