Innovative Financial Services, Inc. Madison, WI 608.278.9189
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  • External link opens in new tab or window Link Icon Link Icon Link Icon Our Team
    • Link Icon Link Icon Link Icon Robert J. Sawicki, CPA
    • Link Icon Link Icon Link Icon Dana Bellin
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     Small Business Retirement Plans

    Business Succession

    IRA Rollover

    Roth & Traditional IRA

    Tax Planning

    529 Education Accounts

    Insurance (Life, Disability, Long-Term Care)


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    DRIVING DIRECTIONS:

    • From Beltline (Hwy 12/18)
    • Monona Drive Exit
    • Head north on Monona Drive
    • Drive past East Side Club on left
    • Take 2nd right past East Side Club onto Dennett
    • Our building is on south corner of Dennett Drive
    • 608-278-9189

    • External link opens in new tab or window 608-278-9189
    • External link opens in new tab or window office@innovativefinancialinc.com
    • External link opens in new tab or window 3602 Atwood Avenue, Suite 3, Madison, WI

    At Innovative Financial, Inc., we strive to incorporate honesty and integrity into a comprehensive financial planning service.  We understand how important and how precious these matters are and we want to assist in safeguarding these dreams, along with the communities in which they will flourish.


    We serve as a fiduciary to all our clients.


    Owned and operated since 2000 by a CPA  – invest with someone you can trust!


     Providing Answers to the What If Questions 


    Innovative Financial, Inc.

    3602 Atwood Avenue, Suite 3, Madison, WI 53714, US | 608-278-9189 | Fax 608-663-3854 | office@innovativefinancialinc.com

    Securities and Advisory services offered through Harbour Investments, Inc. Member FINRA/SIPC

    Check the background of this firm on External link opens in new tab or windowFINRA's BrokerCheck.

    Securities Licensed in AK, AZ, CA, CO, FL, GA, HI, IA, IL, KY, MA, MD, MI, MN, MO, MT, NC, NE, NM, NY, OH, OR, TX, VA, VT, WA, WI, & WY


    • External link opens in new tab or windowInnovative Financial, Inc.
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