BBB Accredited Business Profile

Stafford Financial Consulting Group

Stafford Financial Consulting Group

(608) 441-3035

Stafford Financial Consulting Group

34 years in business
2501 W Beltline Highway, Suite 201
Madison, WI 53713-2318
Fax Numbers
  • (608) 441-3036
Additional Email Addresses
BBB File Opened: 12/13/2011
Business Started: 02/01/1983
Business Started Locally: 02/01/1983
Business Incorporated: 06/01/2009 in WI
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Daniel G. Stafford, Owner/President
  • Ms. Gretchen Fluerckiger, Partner
  • Mr. Ian F. Smith, Partner / Advisor
Business Category
  • Financing Consultants
  • Financial Planning Consultants
  • Insurance Consultant
  • Retirement Planning Services
  • Insurance Services Office
  • Business Consultant
  • Strategic Planning Consultants
  • Estate Planning and Management

Service Area
We service the following area(s): DANE County, WI
Alternate Business Names
  • Stafford Financial Consulting Group, LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



This company represents business owners, individuals, and institutions in negotiations with insurance carriers. The business advises clients on the structure and strategies of their asset protection planning. Services include asset and wealth protection, advanced underwriting and insurance carrier due diligence and procurement, business succession, estate preservation, family income protection, financial planning retirement strategies, and wealth transfer techniques.

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BBB Reason for Ratings

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Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Stafford Financial Consulting Group

Stafford Financial Consulting Group


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