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Showing 1 - 12 of 17 results
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC
Rockford, Illinois
500+ employees
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Retirement Benefits Rank
Market Competitive
MADISON INVESTMENT HOLDINGS, INC.
MADISON INVESTMENT HOLDINGS, INC.
Madison, Wisconsin
50-99 employees
Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $21 billion in assets across a suite of mutual funds, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include U.S. Equity, Fixed Income, Multi-Asset Solutions, and International Equity In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.
Retirement Benefits Rank
Top Benefits
ENRICH FINANCIAL PARTNERS, LLC
ENRICH FINANCIAL PARTNERS, LLC
Madison, Wisconsin
1-24 employees
The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous. EnRich Financial Partners exists to offer expert financial planning and wealth management services, and we do so in a manner that is tailored to your needs, however they may evolve. Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security. Having a dedicated Family CFO gives you something wonderful: the freedom to concentrate on your family, your career, and your community. At EnRich, we are experts in portfolio management and retirement income planning. But we are more than that - we're people who understand how hard you work for your money. We're here to help discerning professionals capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. We help people think about investing differently. We collectively have nearly 50 years of experience and are here to help discerning professionals creatively capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. To us, financial planning goes beyond planning for how best to use your money. It combines your money, your values, and your life into what we consider to be real financial advice.
Retirement Benefits Rank
Top Benefits
NELSONCORP WEALTH MANAGEMENT
NELSONCORP WEALTH MANAGEMENT
Clinton, Iowa
1-24 employees
Counsels clients on wealth distribution and tax planning strategies. Securities offered through Cambridge Investment Research Advisors, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated.
Retirement Benefits Rank
Top Benefits
BALANCED GROWTH PARTNERS, L.L.C.
BALANCED GROWTH PARTNERS, L.L.C.
Dubuque, Iowa
1-24 employees
Balanced Growth specializes in Strategy, Innovation, and Operational Excellence in the Insurance, Financial Services, and Healthcare sectors. Our mission is to create enduring value for organizations who are driven by both purpose and profit through strategic and operational innovation. In collaboration with client leaders and teams, we design, implement, and accelerate high-impact strategic, operational, technology, and innovation initiatives.
Retirement Benefits Rank
Below Market
KLAAS FINANCIAL ASSET ADVISORS, LLC
KLAAS FINANCIAL ASSET ADVISORS, LLC
Loves Park, Illinois
25-49 employees
OUR MISSION: We are deeply committed to our client’s personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client’s personal goals and objectives. We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy, and resources on faith, family and friends. ABOUT US: Klaas Financial has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in 1 place. Klaas Financial Asset Advisors, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission.
Retirement Benefits Rank
Top Benefits
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STEELE CAPITAL MANAGEMENT, INC.
STEELE CAPITAL MANAGEMENT, INC.
Dubuque, Iowa
1-24 employees
Your financial life is integrated, intertwined, and interconnected. At Steele Capital Management, we view your goals through a holistic lens. With nothing to sell other than our financial knowledge, we can objectively provide prudent recommendations and advice with your best interests in mind. Through utilization of our decades of advisor experience, paired with technology, Steele Capital can partner with you to create a solid financial foundation.
Retirement Benefits Rank
Below Market
MASSINO FINANCIAL GROUP, INC.
MASSINO FINANCIAL GROUP, INC.
Rockford, Illinois
1-24 employees
Massino Financial Group is a financial services company based out of 7445 Newburg Rd Ste 101, Rockford, Illinois, United States.
Retirement Benefits Rank
Market Laggard
MIDWEST FINANCIAL GROUP, INC
MIDWEST FINANCIAL GROUP, INC
Madison, Wisconsin
1-24 employees
Welcome to Midwest Financial Group We hope your visit to Midwest Financial Group will help you understand the opportunities and potential benefits that are available when you take a proactive approach to your personal financial situation. Midwest Financial Group is a growing independent financial planning and employee benefits firm. We are focused on managing the complexity of your financial life. Our clients’ personal investment goals may include planning for a comfortable retirement with a dependable and predictable monthly income. Other goals might be providing a college education for a child or grandchild or saving to purchase a home. Business clients may need sensible and affordable employee benefit options to recruit and retain quality employees. They may also need a properly designed retirement plan to allow employees to build personal wealth. Midwest Financial Group also helps provide greater peace of mind though our risk management solutions. Too often a death, disability or the need for extended, specialized long-term care leads to financial hardship. Properly insuring against an unexpected tragic event can be the foundation of a solid financial plan. If any of these needs sound familiar, let’s create a customized solution together. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed Insurance is separate from and unrelated to Commonwealth. 1806 Seminole Hwy, Madison WI 53177, (800) 257-4262. This communication is strictly intended for individuals residing in the states of WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Competitive
EATON FINANCIAL ADVISORS, INC.
EATON FINANCIAL ADVISORS, INC.
Galena, Illinois
1-24 employees
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Eaton Financial Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
Retirement Benefits Rank
Below Market
WEALTH DISTRIBUTION STRATEGIES, LLC
WEALTH DISTRIBUTION STRATEGIES, LLC
Verona, Wisconsin
1-24 employees
WEALTH DISTRIBUTION STRATEGIES, LLC is a financial services company based out of 110 ENTERPRISE DRIVE, PO BOX 930338, VERONA, Wisconsin, United States. Securities and Advisory Services offered through Harbour Investments, Inc. Securities Licensed in AR, AZ, CA, CO, DC, FL, IA, IL, KY, MA, MD, MI, MN, MO, NC, NV, NY, OH, OR, SC, TN, TX, VA, WI.
Retirement Benefits Rank
Market Leading
CORE INVESTMENTS GROUP, INC.
CORE INVESTMENTS GROUP, INC.
Dubuque, Iowa
1-24 employees
At Core Investments Group, we believe our value comes from the planning that we do for you - not from selling you a product. We help clients achieve their life's goals by achieving their financial goals.Registered representative of and securities and investment advisory services offered through Nations Financial Group, Inc. ("NFGI"), 3925 Fountain Blvd NE, STE 200,Cedar Rapids, IA 52411, member FINRA/SIPC, a registered investment adviser. Core Investments Group, Inc. and NFGI are independent entities.Industry regulations prevent me from receiving endorsements and/or recommendations from others based on the service they have received and posting any specific investment advice.For important disclosure information, please see "Social Media Disclosure" link in the Contact Info Section.
Retirement Benefits Rank
Market Leading