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Showing 1 - 4 of 4 results
LEGACY PRIVATE TRUST COMPANY
LEGACY PRIVATE TRUST COMPANY
Neenah, Wisconsin
25-49 employees
Legacy is among the regions's preferred wealth advisory firms, with assets under management approaching 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As a fiduciary, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions. Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees. Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. The Legacy team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, retirement planning, tax planning, estate planning and trust services, are based on thorough research, a disciplined investment process and structured risk management techniques. We also work closely with your other trusted advisors to make sure your goals are aligned with the services they provide you. In today's fast-paced global economy, the need for sophisticated, innovative and pro-active professional wealth management services is essential. Our client relationship managers specialize in wealth management services for: individuals and families, family-owned and managed businesses, foundations and endowments and retirement plans. Learn more about how we can help you build your Legacy: https://www.lptrust.com/ Hear more about our story here: https://www.lptrust.com/our-story/ What our clients are saying: https://www.lptrust.com/testimonials/ Legacy career page: https://www.lptrust.com/careers/
Retirement Benefits Rank
Market Competitive
PROVIDENT FINANCIAL CONSULTANTS, LLC
PROVIDENT FINANCIAL CONSULTANTS, LLC
Oshkosh, Wisconsin
1-24 employees
As a co-founder and CEO of Provident Financial Consultants, I make it a priority to ensure we are delivering only the highest level of personalized financial service to clients; a company based on trust, integrity, and commitment. I specialize in pre- and post-divorce planning. My others areas of focus include of tax planning, retirement planning and financial portfolio management.
Retirement Benefits Rank
Market Competitive
ADVISORS MANAGEMENT GROUP, INC.
ADVISORS MANAGEMENT GROUP, INC.
Little Chute, Wisconsin
All Size Average employees
At Advisors Management Group, we are more than a typical advisory firm. We are your strategic financial advocates-helping you with all aspects of financial decision-making and partnering with individuals and small businesses throughout the year to make sure you remain on a healthy financial path. We have offices in La Crosse, Eau Claire, and Green Bay, Wisconsin. Our mission has always been, and will always be, to help our clients reach their financial goals through dedicated, collaborative and personalized support. We are committed to providing you with the meticulous planning and thoughtful financial management you need to achieve your objectives. At AMG, we have CFP® certified (Certified Financial Planner) consultants.
Retirement Benefits Rank
Below Market
ADVISORS' PRIDE, INC. DBA PROVISIONS WEALTH PLANNERS
ADVISORS' PRIDE, INC. DBA PROVISIONS WEALTH PLANNERS
Appleton, Wisconsin
1-24 employees
Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 15 states. Our advisors specialize in financial planning, wealth accumulation, wealth distribution, wealth protection and employee benefits. Securities and advisory services offered through LPL Financial Member FINRA/SIPC member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registered Investment Adviser. Gateway Financial Partners and NPC are separate and unrelated companies. Content is for general purposes only and is not an offer to buy or sell any security. LPL does not provide tax or legal advice.
Retirement Benefits Rank
Market Competitive