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      Canopy Wealth Management

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      Investment Securities, Financial Planning Consultants, Stock & Bond Brokers

      8215 Greenway Blvd Ste 540, Middleton, WI 53562

      608-662-9018

      CLOSED NOW: 
      Today: 8:00 am - 4:30 pm
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      DETAILS
      General Info
      Discover the many advantages we provide across the full spectrum of investing services. As an SEC-Registered Investment Advisor, we are a fiduciary and steward to our clients, always putting your needs first and always acting in your best interests. Planning focused, tax sensitive and risk aware, we provide the personalized service and support needed to accomplish your objectives.
      Hours
      Regular Hours
      Tue - Thu:
      Fri:
      Categories
      Investment Securities, Financial Planning Consultants, Stock & Bond Brokers
      Payment Options
      Location
      One Financial Place
      Neighborhood
      Pleasant View Golf Course
      Other Link

      website

      Data provided by one or more of the following: Thryv, Data Axle, Yext.