Jay R Haselwander
Jay R Haselwander
Financial Advisor
(608) 243-5000 Ext. 5013 or
(608) 243-5000 Ext. 5013
Summit Credit Union
645 Junction Road
Madison, WI 53717
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1900 Commerce Drive
Mt Horeb, WI 53572
By Appointment Only
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110 Henry Drive
Portage, WI 53901
By Appointment Only
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My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.