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Finance & Insurance

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BMO Harris Bank
BMO Harris Bank
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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UW Credit Union
We’re a full-service, not-for-profit financial institution offering smart banking that puts people before profits.
3500 University Ave
Madison, WI 53705
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  • (608) 232-5000
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
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
Morgan Stanley Milwaukee Complex, Daniel Krause Complex Manager
411 E. Wisconsin Ave
Suite 2200
Milwaukee, WI 53202
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  • (414) 226-3000
CUNA Mutual Group
5910 Mineral Point Rd.
Madison, Wisconsin 53705
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  • 608-238-5851
Katie Schrader, Prudential Financial
10000 W Innovation Dr.
Wauwatosa, WI 53226
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  • (414) 837-2638
Thrivent
625 Fourth Avenue S
Minneapolis, MN 55415
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  • 800-847-4836
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
Edward Jones - Cherie Gon
7780 Elmwood Ave
Suite 206
Middleton, WI 53562
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  • (608) 827-6769
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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Wisconsin Housing and Economic Development Authority (WHEDA)
WHEDA’s mission is to stimulate the state’s economy and improve the quality of life for Wisconsin residents by providing affordable housing and business financing products.
201 West Washington Ave
Suite 700
Madison, WI 53703
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  • (608) 266-7884
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
Wisconsin Economic Development Corporation (WEDC)
201 W Washington Ave
Madison, WI 53703
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  • (608) 210-6700
Sikich LLP
Sikich is a leading professional services firm specializing in accounting, technology and advisory services. Sikich offers a formula of services uniquely crafted to address your business’s challenges.
13400 Bishops Lane
Suite 300
Brookfield, Wisconsin 53005
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  • (262) 754-9400
Lakeview Wealth Strategies
155 S. EXECUTIVE DR
Suite 202
Brookfield , WI 53072
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  • (414) 369-3600
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
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
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
Old National Bank
Our mission is to consistently exceed the expectations of our clients, associates and shareholders.
790 N Jefferson St
Milwaukee, WI 53202
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  • 1-800-731-2265
MGIC
250 E Kilbourn Ave
Milwaukee, WI 53202
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  • (800) 424-6442
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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Christen Meyer, CIBM Bank
CIBM Bank provides full-service personal and business banking including residential mortgages and commercial loans with experienced professionals dedicated to helping you meet your financial goals.
19601 W. Bluemound Rd
Brookfield, WI 53045
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  • (401) 533-4487
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.
11430 W Bluemound Rd #300
Wauwatosa, WI 53226
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  • (414) 797-3408
Jim Bors, Baird
777 E Wisconsin Ave
Milwaukee, WI 53202
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  • (414) 298-1724
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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Unity Health Insurance
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
TASC
As the nation’s largest privately held third party benefits administrator TASC has a mission to improve the health, wealth and well being of its customers, employees, and communities.
2302 International Lane
Madison, Wisconsin 53704
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  • (608) 241-1900
Jamie Zimmerman, Baird
1 So. Pinckney St. Ste 600
Madison, WI 53703
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  • (608) 252-5700
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
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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Community First Credit Union
PO Box 1487
Appleton, WI 54912
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Together with CCHP
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
Peoples State Bank - West Allis
10725 W NATIONAL AVE
WEST ALLIS, WI 53227
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  • (414) 485-6404
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
High Point Capital Group
1200 N Mayfair Road, Suite 300
Milwaukee, Wisconsin 53226
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  • 414-253-4634
Small Business Administration - Wisconsin District Office
310 W Wisconsin Ave, Suite 580W
Milwaukee, WI 53203
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SJA Financial Advisory, 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.
111 Heritage Reserve, Suite 100
N72 W13272 Appleton Avenue
Menomonee Falls, WI - Wisconsin 53051
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  • 4143901492
Haly Besaw, Baird
777 E. Wisconsin Avenue
Milwaukee, WI 53202
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  • (414) 765-3565
Colleen Frentzel, Agent
Agency owner with American Family Insurance in Janesville, WI. Licensed to sell insurance in WI, IL, IA, AZ, MO, IN and OH. I have over 23 years of experience and have been an agency owner since 2014.
4407 Milton Ave Ste 110
Janesville, WI 53546
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  • 6083024101
Brewery Credit Union
1351 N Doctor M.L.K. Jr Dr,
Milwaukee, WI 53212
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Vicki Wagener Agency, LLC agent for American Family Insurance
1633 Thierer Rd
Madison, Wi 53704
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  • 608-249-2184
Uncrowd
WI
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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
UMB Fund Services
235 W. Galena Street
Milwaukee, WI 53212
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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
Edward Jones - Ilya Dayter
2149 Velp Ave
Suite 300
Green Bay, WI 54303
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  • 920-301-3566
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
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
Peter Burgelis at U.S. Bank Home Mortgage
I help home buyers and homeowners with financing options for their home, vacation home, condo or 1-4 unit investment property in all 50 states. FNMA FMLC FHA VA jumbo portfolio .
N61 W6312 Turner St
Cedarburg, WI 53012
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  • (262) 243-4897
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
Shelley Hickman State Farm
As a lesbian owned agency, we specialize in partnering with families to develop robust insurance plans that protect your household income and assets.
216 6th St
RACINE, WI 53403
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  • (262) 639-7678
Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.7 trillion in assets.
100 E Wisconsin Ave
Milwaukee, WI 53202
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  • (414) 224-7485
Marco Briceno - The Starr Group
5005 Loomis Rd
Greenfield, WI 53220
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  • 414-421-3800
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
Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years.
720 E Wisconsin Ave
Milwaukee, WI 53202
  • Map
  • (414) 665-7849
Lueder Financial Group
330 East Kilbourn Avenue
Suite 950
Milwaukee, WI 53202
  • Map
  • (414) 203-6015
Christina Mae Olson Financial Planning
W19944 Hoff Lane
Arcadia, Wisconsin 54612
  • Map
  • 608-525-9818
Emily Phillips, Baird
777 E Wisconsin Ave
Milwaukee, WI 53202
  • Map
  • (414) 298-7496
Westphal Group, Baird
1539 W Market St
Mequon, WI 53092
  • Map
  • (262) 240-3541
Custer Plumb Financial Services
406 Science Drive
Suite 310
Madison, WI 53711
  • Map
  • (608) 282-8388
Brenda Payne, Tree Frog Insurance
From Milwaukee to Chicago and beyond
6233 Durand Ave
suite 102-6
Racine, WI 53406
  • Map
  • (262) 975-2225
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
David Ryan Agency, American Family Insurance
514 Grand Canyon Dr
Madison, WI 53719
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  • (608) 833-1717
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
Dane County Credit Union
Join our fun, inclusive, full service credit union for the best personalized financial solutions in southern Wisconsin. We stand for YOU!
2160 Rimrock Road
Madison, WI 53713
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  • (608) 256-5665
Mark Heise, COUNTRY Financial Insurance
5793 W Grande Market Dr
Suite A
Appleton, WI 54913
  • Map
  • (920) 636-7760
Jeff Lichtfuss, COUNTRY Financial
4465 Milton Ave.
#108
Janesville, WI 53546
  • Map
  • (608) 359-2652
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