Journey Financial Partners – Financial Advisor: Carina L. Moreland, CEPA®, CFP®

Journey Financial Partners - Financial Advisor: Carina L. Moreland, CEPA®, CFP® is a Financial Planner in Stoughton, WI. The firm serves clients across Greater Dane County, including McFarland, Oregon, Edgerton, Janesville, Sun Prairie, DeForrest, and Marshall. It offers financial planning, retirement planning, college savings, and investing services. The team provides guidance on 401k plans, ROTH and Traditional IRAs, and other retirement accounts. It holds a 5.00 rating based on customer reviews.

The practice operates as a fiduciary, prioritizing client interests above all else. It develops tailored financial strategies rather than using a one-size-fits-all approach. Services include investments in bonds, common stock, variable annuities, and government securities. The firm also offers tax planning, estate planning, and insurance products such as disability income, life, and long-term care coverage. Clients can access Guided Wealth Portfolios with personalized investment advice and 24-7 account access. The firm provides in-person, virtual, and phone meeting options. The main office is open Monday through Thursday from 8:30 AM to 4:30 PM and Friday from 8:30 AM to 3:30 PM.

Carina L. Moreland leads the team as a Financial Consultant. She began her career in 2005 and holds a Business Management degree from Northwood University, Florida. She is registered with Harbour Investments and holds Series 7, 24, 63, and 65 licenses. Joseph Coleman serves as the Client Services and Investment Research Assistant. He holds a degree in Business Management from Madison Area Technical College. Mikaela Trow works as the Client Support Associate, bringing experience in banking and office management.

The business maintains a 5.00 rating from its customers. This reflects strong client satisfaction with the firm’s services. The team provides in-person, virtual, and phone meeting options. The main office is open Monday through Thursday from 8:30 AM to 4:30 PM and Friday from 8:30 AM to 3:30 PM.

Journey Financial Partners brings experienced, fiduciary-led financial planning to Stoughton and the surrounding Dane County communities.

Journey Financial Partners is located on S Forrest St in Stoughton, WI, near the Stoughton Post Office and the Stoughton Village Players Theater. The office is also close to East Main Street and the Yahara River.

BizScoreAI gives the business a Technical score of 85 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The Discoverability score is 75 out of 100, ensuring AI crawlers can find every page of the website so AI assistants can recommend the business.