Financial & Investment Services
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201 W Washington Ave
Madison, WI 53703
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- (608) 210-6700
UW Credit Union was founded in 1931 on the simple belief that everyone deserves financial strength.
3500 University Ave
Madison, WI 53705
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- (608) 232-5000
At Summit Credit Union, we don't sell products, we build relationships. You can trust that we'll provide honest advice and real solutions.
1709 Landmark Drive
Cottage Grove, WI 53527
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- (608) 243-5000
2916 Marketplace Dr
Suite 104
Fitchburg, WI 53719-5327
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- (608) 819-0520
777 E Wisconsin Ave
Milwaukee, WI 53202
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- (414) 298-1724
We assist clients in meeting their financial goals by providing sound personal financial advice. As fee-only advisors, we do not earn commissions nor do we receive compensation from any third party.
10401 W Innovation Drive, Suite 100
Wauwatosa, WI - Wisconsin 53226
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- 4143901492
100 W Lawrence St
Suite 306
Appleton, WI 54911
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- (920) 993-7727
777 E. Wisconsin Avenue
Milwaukee, WI 53202
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- (414) 765-3565
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia
777 E Wisconsin Ave
Milwaukee, WI 53202
7780 Elmwood Ave
Suite 206
Middleton, WI 53562
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- (608) 827-6769
Federal government - business financing, counseling, contracting assistance and disaster recovery assistance
740 Regent St
Suite 100
Madison, WI 53715
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- (608) 441-5519
Our associates focus on specific areas to be able to provide in-depth knowledge and industry-specific solutions.
10000 W Innovation Dr.
Suite 250
Milwaukee, WI 53226
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- (414) 431-9300
Dedicated to working with you one on one; educating, advising and creating easy to understand strategies to help you reach your financial goals.
155 S. Executive Drive
Suite 202
Brookfield, WI 53005
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- (262) 785-6160
330 East Kilbourn Avenue
Suite 950
Milwaukee, WI 53202
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- (414) 203-6015
Nick Gomez is a Financial Advisor with Baird.
777 E. Wisconsin Avenue
Milwaukee, WI 53202
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- (414) 765-7002
Since 1921, WaterStone Bank has served local communities as a financial institution known for its tradition of stability and community involvement.
Corporate Headquarters
11200 W Plank Court
Wauwatosa, WI 53226
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- (414) 761-1000
777 E Wisconsin Ave
Milwaukee, WI 53202
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- (414) 298-7496
W307 N1497 Golf Road, Suite 101
Delafield, WI 53018
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- (262) 303-4094
Prospera Credit Union's history dates back to 1934. As a local credit union, our promise to our members is to provide personal, tailored guidance that leads to prosperity for all.
4830 N Ballard Road
Appleton, WI 54913
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- (920) 882-4800
Financial advisor based in the Greater Milwaukee area who serves a diverse clientele and focuses on the nuances of planning for the LGBTQ+ community.
100 E Wisconsin Ave
Suite 2300
Milwaukee, WI 53202
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- (414) 615-1826
340 W Prospect Ave
Appleton, WI 54911
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- (715) 581-3960
1539 W Market St
Mequon, WI 53092
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- (262) 240-3541
755 S Main St
Fond du Lac, WI 54935
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- (888) 921-3982
Inspiring philanthropy, serving donors, and strengthening equitable and inclusive communities now and for future generations.
101 W Pleasant Street
Suite 210
Milwaukee, Wisconsin 53212
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- (414) 336-7054
Our mission is to consistently exceed the expectations of our clients, associates and shareholders.
23 W Main Street
Madison, WI 53703
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- (608) 354-0018
Dale Leifker helps small and medium sized companies become more successful, both financially and operationally, and works with them as their Chief Financial Officer.
1150 Park Drive #1101
Lake Geneva, WI 53147
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- (262) 325-2318
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- (262) 243-4897
1 So. Pinckney St. Ste 600
Madison, WI 53703
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- (608) 252-5700
Holistic financial planning firm helping members of the LGBTQ community in their personal and professional lives realize the importance of living a more financially fulfilling life.
115 S 84th Street
Suite 275
Milwaukee, Wisconsin 53214
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- (414) 279-5556
Johnson Bank is a part of Johnson Financial Group, a privately held, full service financial services company, based in Racine, WI.
555 Main Street
Suite 400
Racine, WI 53403
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- (888) 769-3796
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years.
720 E Wisconsin Ave
Milwaukee, WI 53202
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- (414) 665-7849
119 Junction Rd
Madison, WI 53151
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- (608) 203-1212
4807 Innovate Ln
Madison, WI 53718
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- 1-608-240-2348
When our clients are truly confident in their financial stability, we have done our job. After all, your financial peace is our passion.
406 Science Drive
Suite 310
Madison, WI 53711
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- (608) 282-8388
Headquartered in Green Bay, Wis., Associated Bank is a leading Midwest banking franchise.
433 N Main Street
Green Bay, WI 54301
