skip to main content
Main Menu
MADAR FINANCIAL LLC
  • ABOUT
  • TEAM
  • EXPERTISE
  • APPROACH
  • LOGIN
  • GET IN TOUCH

Expertise

A family with three adults and three young children playing with building blocks on a living room floor.

Our Client Family

Our clients are hardworking, successful people who want a partner to help them manage their money well. They lead full, busy lives, and we come alongside them and help them make wise decisions that support their values and goals. They appreciate the trust we build through genuine relationships, which allows them to lean on us when making important decisions and navigating complex financial scenarios. Our clients become like our family, and we are by their side through every season of life, offering insight, wisdom, and steadfast support.

Custom Strategies For Your Best Life

We specialize in customized financial strategies that prioritizes your values, needs, and goals. By getting to know you on a personal level, we gain a deep understanding of what matters to you and how we can best serve you. From there, we develop a detailed strategy to help you optimize your wealth and prepare for your best future. Some of the specific ways we help people include:

shield - white icon

Retirement Planning

piggy bank - white icon

Income Strategies

handshake - white icon

Long-Term Care Solutioms

pie chart - white icon

Life Insurance

Madar Icon - white

5005 LBJ Freeway, Suite 1600
Dallas, TX 75244

Office: (972) 774-2328
joanne@madarfinancial.com

Disclosure

Joanne Madar is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #254423), AZ, CA (CA Insurance License #0B51855), CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joanne Madar is licensed and authorized to offer insurance in California and Arkansas, but MADAR FINANCIAL LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Joanne Madar is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX, 75244, 972-774-2328. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, LA, MI, MN, NC, NJ, NV, OH, OK, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Leslie Cowdrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20752755), and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Leslie Cowdrey is licensed and authorized to offer insurance in Arkansas, but MADAR FINANCIAL LLC may not be. For additional information on Arkansas licensure status, please click here.

Leslie Cowdrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 777 Main St Ste 3800, Fort Worth, TX, 76102, 817-637-3386. In this regard, this communication is strictly intended for individuals residing in the states of AR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Lori Schulze is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of OR, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

Lori Schulze is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2600 Network Blvd Ste 130, Frisco, TX, 75034, 214-926-6845. In this regard, this communication is strictly intended for individuals residing in the states of OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

MADAR FINANCIAL LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither MADAR FINANCIAL LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • ABOUT
  • TEAM
  • EXPERTISE
  • APPROACH
  • LOGIN
  • GET IN TOUCH

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices