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Showing 1 - 12 of 25 results
MADISON INVESTMENT HOLDINGS, INC.
MADISON INVESTMENT HOLDINGS, INC.
Madison, Wisconsin
51-200 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
WIND RIVER FINANCIAL, INC.
WIND RIVER FINANCIAL, INC.
Madison, Wisconsin
11-50 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
ERN FINANCIAL, LLC DBA CANOPY WEALTH MANAGEMENT
ERN FINANCIAL, LLC DBA CANOPY WEALTH MANAGEMENT
Middleton, Wisconsin
11-50 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 Leading
HARBOUR MANAGEMENT LLC
HARBOUR MANAGEMENT LLC
Madison, Wisconsin
11-50 employees
Broker Dealer Offering Investments and Advisory Services: Harbour was founded in 1987, with the goal to create a full-service broker dealer that would provide outstanding, personalized service to our representatives. Now, more than 35 years later, we remain rooted in the same midwestern values that are the foundation for our success. At the heart of those values are honesty, integrity and service. At Harbour Investments, it's the people who make the difference and we strive to make long lasting personal relationships. Award Winning Broker Dealer Celebrating More Than 30 years of Success and Independence!
Retirement Benefits Rank
Top Benefits
BANK OF MILTON
BANK OF MILTON
Milton, Wisconsin
11-50 employees
$66,000,000 assets
Retirement Benefits Rank
Market Competitive
BALANCED GROWTH PARTNERS, L.L.C.
BALANCED GROWTH PARTNERS, L.L.C.
Dubuque, Iowa
1-10 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
STEELE CAPITAL MANAGEMENT, INC.
STEELE CAPITAL MANAGEMENT, INC.
Dubuque, Iowa
11-50 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
11-50 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
CWAG LLC
CWAG LLC
Madison, Wisconsin
1-10 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
MIDWEST FINANCIAL GROUP, INC
MIDWEST FINANCIAL GROUP, INC
Madison, Wisconsin
11-50 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
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WISPACT, INC.
WISPACT, INC.
Madison, Wisconsin
11-50 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
Below Market
MENDOTA FINANCIAL GROUP
MENDOTA FINANCIAL GROUP
Madison, Wisconsin
1-10 employees
Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families. Our goal is to maintain and grow our clients’ wealth for retirement and future generations. To do this, we look at your entire financial situation, develop a customized plan and review your progress to ensure we meet your objectives. Our mission is to provide you with peace of mind, so you can focus your time and attention on the people you love and the things you want to do. Our conservative investing approach is designed to achieve the highest probability of meeting your long-term financial goals. At Mendota Financial Group, we know you work hard for your money. We'll work hard to protect and grow it. Our services: - Wealth Management - Financial Consulting - Asset Allocation - Education
Retirement Benefits Rank
Market Competitive