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Jay Haselwander, RICP® - Summit Financial AdvisorsFinancial advisor in Madison, WI

Jay Haselwander, RICP® - Summit Financial Advisors is a financial advisor at 645 Junction Rd, Madison, WI 53717, ranked #40 of 118 financial advisors in Madison and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Madison, WIUpdated 0 paid placements in any rankingHow we rank

Call (608) 673-6921Website ↗

Key facts

Key facts about Jay Haselwander, RICP® - Summit Financial Advisors
Address645 Junction Rd, Madison, WI 53717Get directions
Phone(608) 673-6921
Websitecbsinvestorconnection.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Madison and 7 towns within 25 miles: Middleton, Verona, Fitchburg, Waunakee, Oregon, Sun Prairie and Stoughton.

Based in Madison, WIView on map

Opening hours

Opening hours for Jay Haselwander, RICP® - Summit Financial Advisors
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Jay Haselwander, RICP® - Summit Financial Advisors

How is Jay Haselwander, RICP® - Summit Financial Advisors ranked in Madison?

Jay Haselwander, RICP® - Summit Financial Advisors is ranked #40 of 118 financial advisors in Madison by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Jay Haselwander, RICP® - Summit Financial Advisors’ hours?

Jay Haselwander, RICP® - Summit Financial Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Jay Haselwander, RICP® - Summit Financial Advisors serve?

Serves Madison and 7 towns within 25 miles: Middleton, Verona, Fitchburg, Waunakee, Oregon, Sun Prairie and Stoughton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Jay Haselwander, RICP® - Summit Financial Advisors?

Jay Haselwander, RICP® - Summit Financial Advisors has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Jay Haselwander, RICP® - Summit Financial Advisors?

Call Jay Haselwander, RICP® - Summit Financial Advisors on (608) 673-6921. The business is at 645 Junction Rd, Madison, WI 53717. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Jay Haselwander, RICP® - Summit Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Jay Haselwander, RICP® - Summit Financial Advisors (this business)—675.0 (4)NoNo
Johnson Generational Wealth Management#38675.0 (4)NoNo0.2 mi
LBW Wealth Management, LLC#39675.0 (4)NoNo2.3 mi
Legacy Wealth Advisors#41675.0 (4)——12.8 mi

See all 118 ranked financial advisors in Madison