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Showing 1 - 6 of 6 results
ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC
Altoona, Wisconsin
50-99 employees
Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind.
Retirement Benefits Rank
Top Benefits
BLACK RIVER COUNTRY BANK
BLACK RIVER COUNTRY BANK
Black River Falls, Wisconsin
1-24 employees
Black River Country Bank is a family-owned, $100M Asset community bank, deeply rooted in Jackson County, Wisconsin since 1907. Member FDIC, Equal Housing Lender, & Equal Opportunity Employer
Retirement Benefits Rank
Below Market
MIDWEST PROFESSIONAL PLANNERS, LTD.
MIDWEST PROFESSIONAL PLANNERS, LTD.
Wausau, Wisconsin
25-49 employees
At MPPL Financial, we’re committed to providing comprehensive wealth management solutions for successful individuals and families seeking the clarity to make informed decisions to secure lifestyle needs and achieve a lifetime of financial goals. Clients working with us can expect: * Accessible Expertise. Whether seeking to retire early, navigate funding a child’s education, or sell a business, clients can count on our multi-disciplinary team to deliver unbiased intellectual capital and experience to help address complex situations and optimize pivotal life moments. * An Integrated Approach. We connect the dots to help clients achieve their vision and goals with a MPPL Financial Blueprint and a purposeful investment strategy that aligns with how one seeks to live their life today and in the future. * A Highly Personalized Relationship. We view ourselves as a financial advocate for our clients. As such, we’re highly committed to building a relationship characterized by ongoing collaboration and communication. Our objective is to proactively anticipate client needs, respond to concerns, and make a positive impact. We have offices in Duluth, MN, Grand Rapids, MN, Wausau, WI, and Crystal Lake, IL. While we're located in the Midwest, we work with clients across the U.S. Investment Advisory Services offered through Midwest Professional Planners, Ltd. (“MPPL”), 2610 Stewart Ave., Ste. 100, Wausau, WI 54401, 1-800-236-6775, an SEC-registered investment advisor. Certain representatives of MPPL are also Registered Representatives offering Securities products involving commission or transaction-based fees through APW Capital, Inc., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Member FINRA/SIPC/MSRB. MPPL is independent of APW Capital, Inc.
Retirement Benefits Rank
Market Leading
EVEXIA WEALTH
EVEXIA WEALTH
Stevens Point, Wisconsin
25-49 employees
Create an insanely awesome experience for the Evexia Wealth client.
Retirement Benefits Rank
Market Competitive
BUSKA RETIREMENT SOLUTIONS, INC.
BUSKA RETIREMENT SOLUTIONS, INC.
Wausau, Wisconsin
1-24 employees
Buska Retirement Solutions, Inc. is a local, family built firm. The Buska history goes back a long way in this industry, dating back to Joseph Buska Sr. in 1939. Joseph opened Buska & Buska Insurance over 75 years ago, and his son Joseph Buska Jr. operated the firm after his father until a few years ago when his other daughter’s took ownership to carry on the family tradition. Suzanne Buska started working for her father, Joseph Buska Jr. at Buska & Buska Insurance as a specialist in retirement benefits in 1980. In 1992, Suzanne opened her own firm and branched off from her father to focus on retirement income planning. She then began offering a more wide variety of investment and insurance products. Her oldest son Cole, the 4th generation of the family, is now working for her firm as a retirement planning specialist and is the Vice President. Their main focus is to work very closely with their clients to help identify their retirement needs and determine the best strategies and solutions to help meet and exceed those needs.Our personal mission is to help pre-retirees and retirees achieve financial security so they can enjoy their retirement and all of the benefits that come along with it. This is accomplished by providing the most up-to-date education to her clients and creating a personalized retirement plan for each individual. We offer a customized plan to meet every clients needs. We have assisted thousands of people in reducing their taxes, especially on their social security, increasing their monthly income, as well as growing and preserving their retirement “nest egg” that they have worked so hard to accumulate. We are able to address all issues that may affect seniors during their retirement years, whether it’s nursing home protection, earning an income they can never outlive or cash management strategies.
Retirement Benefits Rank
Market Competitive
INTEGRATED WEALTH PARTNERS
INTEGRATED WEALTH PARTNERS
Eau Claire, Wisconsin
1-24 employees
Fiduciary Centered Wealth Advisor
Retirement Benefits Rank
Below Market