Finance & Insurance
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.
770 N. Water Street
Milwaukee, WI 53202
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
411 E. Wisconsin Ave
Suite 2200
Milwaukee, WI 53202
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- (414) 226-3000
Guaranteed Rate was founded 14 years ago on the simple idea of building a mortgage company focused on serving the best interests of our customers. Funding more than $18 billion in home loans in 2015 alone, we are revolutionizing life’s biggest purchase by offering low-rate, low fee mortgages through a simple, easy-to-understand process and unparalleled customer service.
400 N Executive Dr #102
Brookfield, Wisconsin 53005
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- (414) 455-6815
At Summit Credit Union, we don't sell products, we build relationships. You can trust that we'll provide honest advice and real solutions.
4800 American Parkway
Madison, WI 53718
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- (608) 243-5000
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
625 Fourth Avenue S
Minneapolis, MN 55415
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- 800-847-4836
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
10000 W Innovation Dr.
Wauwatosa, WI 53226
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- (414) 837-2638
1539 W Market St
Mequon, WI 53092
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- (262) 240-3541
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
1200 N Mayfair Road, Suite 300
Milwaukee, Wisconsin 53226
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- 414-253-4634
777 E Wisconsin Ave
Milwaukee, WI 53202
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- (414) 298-7496
Providing Insurance & Financial Services
N88W16748 Main St
Menomonee Falls, WI 53051
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- 262-251-0266
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
Mid-State offers you and your business, the convenience of a full service Insurance Agency working with Business and Personal Lines Insurance, Including Commercial, Personal, Health and Life Benefits.
7105 W. Mequon Rd.
Mequon, Wisconsin 53092
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- 262-241-0550
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
11951 W Janesville Rd
Hales Corners, WI 53130
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- 414-321-1236
5910 Mineral Point Rd.
Madison, Wisconsin 53705
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- 608-238-5851
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
180 Main Street Suite 1
Menasha, WI 54952
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- 920-257-4943
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
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
3913 W Prospect Ave STE 201
Appleton , WI 54914
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- 920-380-9960
American Family Insurance is a private mutual company that focuses on property, casualty and auto insurance.
6000 American Parkway
Madison, WI 53783
777 E Wisconsin Ave
Milwaukee, WI 53202
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- (414) 298-1724
Sandy Henzelmann provides tax, accounting, and consulting work.
150 N. Sunnyslope Rd #310
Brookfield, WI 53005
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- (414) 719-0793
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
959 Kepler Drive
Green Bay, WI 54307
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- (920) 468-9227
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
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
235 W. Galena Street
Milwaukee, WI 53212
155 S Executive Drive
202
Brookfield , Wisconsin 53005
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- (414) 369-3600
821 Meadowbrook Rd Ste 9
Waukesha, Wisconsin 53188
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- 2623264750
6740 W Washington St
Suite 2270
West Allis, WI 53214
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- 1-844-708-3837
4407 Milton Ave Ste 110
Janesville, WI 53546
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- 6083024101
Nick Gomez is a Financial Advisor with Baird.
777 E. Wisconsin Avenue
Milwaukee, WI 53202
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- (414) 765-7002
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
W19944 Hoff Lane
Arcadia, Wisconsin 54612
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- 608-525-9818
Headquartered in Green Bay, Wis., Associated Bank is a leading Midwest banking franchise.
433 N Main Street
Green Bay, WI 54301
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
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
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
W189N11100 Kleinmann Drive
Germantown, WI 53022
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- 262-522-1970 X272
1633 Thierer Rd
Madison, Wi 53704
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- 608-249-2184
1 So. Pinckney St. Ste 600
Madison, WI 53703
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- (608) 252-5700
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
3565 University Ave
Madison, WI 53705
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- (608) 238-2000
777 E. Wisconsin Avenue
Milwaukee, WI 53202
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- (414) 765-3565
2149 Velp Ave
Suite 300
Green Bay, WI 54303
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- 920-301-3566
406 Science Drive
Suite 310
Madison, WI 53711
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- (608) 282-8388
Free consultation. All-inclusive, judgment free financial planning for everyone, no matter the starting point in your financial life.
3950 Hillside Drive
Delafield, WI 53018
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- (262) 416-4971
5005 Loomis Rd
Greenfield, WI 53220
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- 414-421-3800
Understand you taxes better so you can keep more of your money.
5423 W Vliet St
Suite 106
Milwaukee, WI 53208
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- 414-212-5322
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
330 East Kilbourn Avenue
Suite 950
Milwaukee, WI 53202
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- (414) 203-6015
Miranda and her team at OneWisconsin Financial Group work with couples or individuals with Comprehensive Retirement Income Planning, Divorce Strategies, Widows/Widowers, and 401(k) Rollovers
5601 W Grande Market Drv
Suite C
Appleton, WI 54913
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- (920) 901-2730
