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Showing 1 - 12 of 28 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
ERN FINANCIAL, LLC DBA CANOPY WEALTH MANAGEMENT
ERN FINANCIAL, LLC DBA CANOPY WEALTH MANAGEMENT
Middleton, Wisconsin
1-24 employees
Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security.
Retirement Benefits Rank
Market Competitive
BANK OF MILTON
BANK OF MILTON
Milton, Wisconsin
1-24 employees
$66,000,000 assets
Retirement Benefits Rank
Market Competitive
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
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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
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
JACOBSON & SCHMITT ADVISORS, LLC
JACOBSON & SCHMITT ADVISORS, LLC
Middleton, Wisconsin
1-24 employees
At Jacobson & Schmitt Advisors, we strive to have a positive impact in your life by acting as trusted advisors to deliver purposeful financial planning services, conscious investment guidance, and thoughtful advice – all with a personal touch. Our core services are giving you sound financial planning advice and managing your investment portfolio in ways that help you attain your goals and create a more successful future. What’s more, we invest in companies we are proud to own ourselves. We are always searching for companies with forward-looking management and industry-leading performance that contribute to our world’s social and environmental well-being. Over the years, we’ve found these are the kind of companies that deliver long-term, above-average returns.
Retirement Benefits Rank
Top Benefits
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
CWAG LLC
CWAG LLC
Madison, Wisconsin
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Market Competitive