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Showing 1 - 12 of 15 results
WIND RIVER FINANCIAL, INC.
WIND RIVER FINANCIAL, INC.
Madison, Wisconsin
25-49 employees
Wind River Financial is a Wisconsin based business partner that powers payments acceptance for customers of all sizes. We empower customers to accept credit & debit card payments for e-commerce, mobile payments, mobile applications, mobile wallets (Android Pay, Apple Pay), wireless, virtual terminals, integrated POS systems, EMV/chip cards and terminals. Our white glove level of customer service, state-of-the-art secure payment solutions, and highly experienced staff differentiate us from our competitors. Talk to us about how to design your payments acceptance to meet your business needs and accept the forms of payment that your customers want to use.
Retirement Benefits Rank
Market Competitive
VERMILLION FINANCIAL ADVISORS
VERMILLION FINANCIAL ADVISORS
South Barrington, Illinois
1-24 employees
Vermillion Financial Advisors (VFA) is a financial planning firm specializing in assisting those clients 50 plus who are concerned about their personal financial security with an emphasis on retirement planning. Most VFA clients have a net worth in excess of $1,000,000.
Retirement Benefits Rank
Top Benefits
BANK OF MILTON
BANK OF MILTON
Milton, Wisconsin
1-24 employees
$66,000,000 assets
Retirement Benefits Rank
Market Competitive
EXEMPLAR FINANCIAL NETWORK, LLC
EXEMPLAR FINANCIAL NETWORK, LLC
Crystal Lake, Illinois
50-99 employees
Exemplar Financial Network was founded by financial professionals just like you. We believe that business is built on relationships and building them is our business. Exemplar is: - Advisors helping Advisors - Sharing best practices - Identifying and filling knowledge gaps - Increasing efficiency and competence - Collaborating leads to innovations. Our success is knowing that success is the result of helping others reach their goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member Finra.com / SIPC.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.exemplarfnadvisor.com.
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
Market Competitive
ONPATH FINANCIAL, LLC
ONPATH FINANCIAL, LLC
St. Charles, Illinois
1-24 employees
The team at OnPath Financial works tirelessly with our clients to help bring better clarity into their financial lives. In volatile times, the need for such coordination has never been greater. The path to success requires attention. It’s time to engage. It’s time to plan. It’s time to Refocus Your Wealth.™ Securities offered through LPL Financial. Member SIPC www.sipc.org. Advisory Services offered through HighPoint Advisor Group, LLC, a registered investment advisor. HighPoint Advisor Group LLC, OnPath Financial, and OnPath Private Client are separate entities from LPL Financial. The registered representatives and investment advisor representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
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FORM WEALTH, LLC
FORM WEALTH, LLC
Lake Geneva, Wisconsin
1-24 employees
With the goal of making people’s lives better, it was easy for Tyson Ray and Luke Kuchenberg to team up and co-found FORM Wealth Advisors in 2001. Being close personal friends since childhood, they developed a shared vision to launch an independent, holistic practice that could help clients not only manage their wealth, but to help their clients and their family plan to achieve their life goals. Through the past 20 years of serving our clients, the team at FORM Wealth Advisors has adopted three ways of communicating our guidance to the people we serve. As a coach, we engage clients to discuss what they want out of life in order to effectively plan for their future endeavors. As a teacher, we educate our clients about the limited resources of time, energy, and money by providing truthful information experienced perspective. As an advocate we seek to motivate clients to live the life that they desire. At FORM Wealth Advisors, we are proud to see the positive impact we have made in our clients' lives. We promise to continue to make a widespread impact that can be felt not only in the lives of our clients, but also in our beloved local and global communities. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Retirement Benefits Rank
Market Leading
GOOD HARBOR FINANCIAL, LLC
GOOD HARBOR FINANCIAL, LLC
Barrington, Illinois
1-24 employees
Researched the effects of inflation and interest rates changes on the U.S. Treasury Market; focusing specifically on U.S. Treasury performance compared to that of the equity markets. I enjoyed the research process and the unique challenges of hypothesizing and testing to find meaningful results. • Analyzed datasets using both Bloomberg and Microsoft Excel software programs. • Developed hypotheses and tested for statistically significant conclusions. • Co-Authored an economic white paper proving that U.S. Treasuries provided a viable alternative to equity markets during times of market stress.
Retirement Benefits Rank
Market Laggard
WISPACT, INC.
WISPACT, INC.
Madison, Wisconsin
1-24 employees
Wispact Inc. is one of the largest non-profit organizations of its kind in the United States that manages pooled and community special needs trusts for people with disabilities. Wispact was created in 2003 and serves more than 4,000 beneficiaries throughout Wisconsin.
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
RIVERSTONE WEALTH PARTNERS MANTHEI, LLC
RIVERSTONE WEALTH PARTNERS MANTHEI, LLC
St. Charles, Illinois
1-24 employees
Many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. That's where Riverstone Wealth Partners can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with our clients. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Riverstone Wealth Partners, LLC. 606 Riverside Ave, St. Charles, IL 60174. 630.513.7122. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, 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 Leading
COLONNADE ADVISORS LLC
COLONNADE ADVISORS LLC
Crystal Lake, Illinois
1-24 employees
Colonnade Advisors LLC is a leading investment bank focused on the business services and financial services industries. We provide proven M&A expertise and extensive industry knowledge in focused sectors to optimize outcomes for our clients. We have built our network of relationships and execution experience the hard way: deal by deal since Colonnade’s founding in 1999 and through years at Wall Street investment banks and other leading financial services firms. We are experts at structuring, negotiating, and executing complex financial transactions for both public and private companies. We advise large institutions, private equity firms, and entrepreneurs. Our clients hire us because we’re experts in our field and subject matter experts. We help our clients sell their companies, buy strategic assets, and raise capital. To date, Colonnade has advised on over $9 billion in transactions.
Retirement Benefits Rank
Market Competitive