Heather Needham

Heather Needham

Financial Advisor

FINRA BrokerCheck
1600 Aspen Cmns Ste 800,
Middleton, WI 53562
608-836-3080 608-219-1401 Visit my website

About my practice

Financial planning means something different to everyone depending on what phase of life they are in. I work primarily with women on insurance and investments, but I also love helping clients become as tax efficient as possible as they head into retirement. I like to explore all options available so that my clients can decide what is best for them.

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