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Finance & Insurance

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BMO
BMO
Established in 1882 as Harris Bank, and owned by BMO Financial Group since 1984, BMO Harris Bank has grown to become one of the largest banks in the Midwest.
790 N. Water Street
Milwaukee, WI 53202
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U.S. Bank
U.S. Bancorp, with 74,000 employees and $467 billion in assets as of December 31, 2018, is the parent company of U.S. Bank, the fifth-largest commercial bank in the United States.
WI
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  • 1-800-872-2657
Wisconsin Economic Development Corporation (WEDC)
201 W Washington Ave
Madison, WI 53703
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  • (608) 210-6700
UW Credit Union
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
Morgan Stanley Wisconsin Complex, Tim Byrnes Complex Manager
20975 Swenson Drive
Suite 300
Waukesha, WI 53186
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  • (262) 523-8300
PNC
The PNC Financial Services Group, Inc. is one of the nation's largest diversified financial services organizations providing retail and business banking; residential mortgage banking; and more.
411 E Wisconsin Avenue
Suite 1400
Milwaukee, WI 53202
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  • (414) 270-7945
Summit Credit Union
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
Broadview Financial Management, LLC
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
Fox Communities Credit Union
3401 E Calumet St
Appleton, WI 54915
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  • (920) 993-9000
David Ryan Agency, American Family Insurance
514 Grand Canyon Dr
Madison, WI 53719
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  • (608) 833-1717
Quartz Health Solutions, Inc.
Unity Health Insurance, a UW Health-affiliated company, was formed in 1994 to provide community-based managed health care to more than 90,000 members.
840 Carolina Street
Sauk City, WI 53583
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  • (608) 644-3430
Colleen Frentzel, Agent
Full-service insurance agency. Se Habla Espanol. Licensed to sell insurance in WI, IL, IA, AZ, GA, MO, IN, OH, NV and UT. Over 25 years of experience with a team of 4.
4407 Milton Ave Ste 110
Janesville, WI 53546
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  • (608) 302-4101
Peter Burgelis
NMLS 129403 Equal Housing Lender
N61 W6312 Turner St
Cedarburg, WI 53012
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  • (262) 243-4897
Diel Insurance Group
Independent insurance agency for Wisconsin, Michigan, Minnesota, Illinois & others. Home Auto Business Life - Superior Service since 1886. We have online services & video meetings available!
111 N Brown Street
Rhinelander, WI 54501
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  • (715) 362-2444
Chorus Community Health Plans
Health Insurance Benefits for Individuals and Families in Southeast & Southwest Wisconsin.
6740 W Washington St
Suite 2270
West Allis, WI 53214
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  • 1-844-708-3837
State Farm - Jim Hartman Insurance Agency Inc
State Farm's mission is to help people manage the risks of everyday life, recover from the unexpected & realize their dreams.
5706 Highway 51
McFarland, WI 53558
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  • (608) 838-4171
Vicki Wagener Agency, LLC agent for American Family Insurance
American Family Insurance Agent here to help meet your insurance needs and protect your dreams!
5609 Medical Cir #1
Madison, WI 53719
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  • (608) 274-2610
WaterStone Bank
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
Robert W. Baird & Co.
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
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Northwestern Mutual
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
US Small Business Administration - Wisconsin District Office
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
Society Insurance
We specialize in select business niches, focusing on the small details that make the biggest difference. Protecting restaurants and bars is just one of the many things we do best.
150 Camelot Drve
Fond du Lac, WI 54935
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  • (920) 933-5920
Heartland Credit Union
Heartland Credit Union is a full-service, financial cooperative based in Madison, Wisconsin. We have locations in Madison, Verona, DeForest, Dodgeville, Platteville and Lancaster.
5325 High Crossing Blvd
Madison, WI 53718
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  • (800) 362-3944
Nick Gomez, Baird
Nick Gomez is a Financial Advisor with Baird.
777 E. Wisconsin Avenue
Milwaukee, WI 53202
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  • (414) 765-7002
Jamie Zimmerman, Baird
1 So. Pinckney St. Ste 600
Madison, WI 53703
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  • (608) 252-5700
WPS Health Solutions
WPS Health Solutions is a not-for-profit leader in the insurance industry and a nationally regarded health benefits administrator for Medicare and Tricare beneficiaries.
1717 W Broadway
Monona, WI 53713
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  • (608) 977-5000
Prospera Credit Union
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
Dean Health Plan
Established in 1983, Dean Health Plan is the insurance services subsidiary of Dean Health System and SSM Health.
1277 Deming Way
Madison, WI 53717
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  • (800) 279-1301
Westphal Group, Baird
1539 W Market St
Mequon, WI 53092
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  • (262) 240-3541
Thrivent
We are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
600 Portland Avenue S., Suite 100
Minneapolis, MN 55415
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  • (800) 847-4836
Luminate Home Loans
20300 Water Tower Blvd
Suite 215
Brookfield, Wisconsin 53045
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  • (920) 471-3278
Christina Mae Olson Financial Planning
W19944 Hoff Lane
Arcadia, Wisconsin 54612
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  • 608-525-9818
Haly Besaw, Baird
777 E. Wisconsin Avenue
Milwaukee, WI 53202
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  • (414) 765-3565
Henzelmann & Co LLC
Sandy Henzelmann provides tax, accounting, and consulting work.
150 N. Sunnyslope Rd #310
Brookfield, WI 53005
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  • (414) 719-0793
Lueder Financial Group
330 East Kilbourn Avenue
Suite 950
Milwaukee, WI 53202
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  • (414) 203-6015
MEDC
757 N Broadway
Suite 600
Milwaukee, WI 53202
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  • (414) 269-1440
John Witczak, Financial Advisor
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
Wisconsin Health Insurance Advocate, LLC
Local and independent, I help individuals, families, and small businesses with their health insurance needs by comparing all available plans. Ongoing claims assistance for clients.
9618 W Greenfield Ave
West Allis, WI 53214
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  • (414) 797-3408
Wisconsin Credit Union League
The League is dedicated to serving Wisconsin's credit unions & 3.4 million members by promoting the credit union difference through advocacy, education, and public service.
1 E. Main St.
Ste. 101
Madison, WI 53703
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  • (608) 640-4040
Associated Bank
Headquartered in Green Bay, Wis., Associated Bank is a leading Midwest banking franchise.
433 N Main Street
Green Bay, WI 54301
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CUNA Mutual Group
5910 Mineral Point Rd.
Madison, Wisconsin 53705
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  • 608-238-5851
VOSS Insurance Group, LLC
VOSS Insurance Group, LLC is an independent insurance agency specializing in auto, home, & life insurance for individuals and small businesses.
3070 Helsan Drive
Richfield, WI 53076
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  • (414) 258-8888
Kristin Alfheim, Retirement Dynamix LLC
340 W Prospect Ave
Appleton, WI 54911
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  • (715) 581-3960
Gebhardt Financial
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
Wipfli, LLP
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
MGIC
250 E Kilbourn Ave
Milwaukee, WI 53202
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  • (800) 424-6442
Emily Phillips, Baird
777 E Wisconsin Ave
Milwaukee, WI 53202
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  • (414) 298-7496
Daniel D. Schmidt, CPCU
Daniel D. Schmidt, CPCU, is a Vice President at Robertson Ryan & Associates, Inc. Robertson Ryan & Associates, Inc. is the largest Property/Casualty Independent Insurance Agency in WI.
330 E Kilbourn Avenue
Suite 650
Milwaukee, WI 53202
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  • (414) 221-0342
Dale Leifker, Leifker CFO Services
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
Gina Pagan, Northwestern Mutual
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
Ashton North LLC
N27W23957 Paul Rd, Ste 209
Pewaukee, WI 53072
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  • (262) 212-7507
Shannon Anderson at Ameriprise Financial
2916 Marketplace Dr
Suite 104
Fitchburg, WI 53719-5327
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  • (608) 819-0520
Acuity
In business since 1925, we protect individuals, families, and businesses with innovative insurance products backed by world-class customer service.
2800 South Taylor Drive
PO Box 58
Sheboygan, WI 53082
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Old National Bank
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
Community First Credit Union
PO Box 1487
Appleton, WI 54912
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Peoples State Bank - West Allis
10725 W NATIONAL AVE
WEST ALLIS, WI 53227
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  • (414) 485-6404
Susan Mershon, Gold Star Mortgage Financial Group
Ridiculously Amazing Mortgage Team- From our first phone call to our warm congratulations at closing, you’ll feel the Gold Star difference. LGBT managed.
1540 W. Main Avenue
Suite C
De Pere, WI 54115
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  • (920) 737-9606
American Family Insurance
American Family Insurance is a private mutual company that focuses on property, casualty and auto insurance.
6000 American Parkway
Madison, WI 53783
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  • (800) 692-6326
SVA
The SVA companies provide a wide range of professional services in the areas of accounting, technology consulting and wealth management.
18650 W Corporate Drive
Suite 200
Brookfield, WI 53045
  • Map
  • (888) 574-4782
Brewery Credit Union
1351 N Dr Martin Luther King Jr Drive
Milwaukee, WI 53212
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  • (414) 273-3170
Willis Towers Watson
NASDAQ: WLTW leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.
400 N Executive Drive
Brookfield, WI 53005
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  • (262) 780-3905
Jon Hafemann at Merrill Lynch
1500 W. Market St Suite 150
Mequon, WI 53092
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  • (262) 241-7389
Landmark Credit Union
As a not-for-profit financial cooperative, Landmark Credit Union returns profits to our members, who enjoy better rates and lower fees on a full range of straightforward financial options.
555 S. Executive Dr.
Brookfield , WI 53005
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  • (262) 796-4500
Jim Bors, Baird
777 E Wisconsin Ave
Milwaukee, WI 53202
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  • (414) 298-1724
Johnson Financial Group
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
  • Map
  • (888) 769-3796
Rachel Bauer Agency American National
Entrepreneur | People Builder | Connector | Committed to the growth of people and the communities I serve.
1 Sherman Terrace
Madison, WI 53704
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  • (608) 852-9936
Empower Credit Union
10635 W Greenfield Ave
West Allis, WI 53214
  • Map
  • (414) 988-6600
Brenda Payne, Tree Frog Insurance
From Milwaukee to Chicago and beyond
6233 Durand Ave
suite 102-6
Mount Pleasant, WI 53406
  • Map
  • (262) 975-2225
Greater Milwaukee Foundation
Inspiring philanthropy, serving donors, and strengthening equitable and inclusive communities now and for future generations.
101 W Pleasant Street
Suite 210
Milwaukee, Wisconsin 53212
  • Map
  • (414) 336-7054
Custer Financial Services
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
Allstate - Richards Group
We specialize in Homeowners, Condo, Renters, Auto, Motorcycle, Boat, ATV and LIfe Insurance in all of Wisconsin. We are here to help!
821 Meadowbrook Rd
Suite 9
Waukesha, WI 53188
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  • (262) 326-4750
Twelve25 Management, LLC
300 N 3rd st
Ste 205
Wausau, WI 54403
  • Map
  • (715) 549-3136
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