Mendota Financial Group is a financial services firm based in Middleton, Wisconsin, that offers personalized financial planning for individuals and families. The company operates as a team of advisors providing services that include investment management, retirement planning, insurance solutions, and estate planning. They emphasize a client-centric approach, aiming to build long-term relationships to help clients achieve their financial goals. Mendota Financial Group is an independent firm, with its securities offered through LPL Financial and investment advice offered through Great Valley Advisor Group.

Founded in

United States