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Showing 1 - 8 of 8 results
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
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
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
RETIREMENT INCOME STRATEGIES
RETIREMENT INCOME STRATEGIES
Evansville, Wisconsin
11-50 employees
Financial Planning for retirement by assisting our clients with a retirement income that they will never outlive.
Retirement Benefits Rank
Market Competitive