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Showing 1 - 12 of 21 results
WIND RIVER FINANCIAL, INC.
WIND RIVER FINANCIAL, INC.
Madison, Wisconsin
25-49 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
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
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
STEWART-PETERSON GROUP, INC.
STEWART-PETERSON GROUP, INC.
West Bend, Wisconsin
25-49 employees
Total Farm Marketing helps farmers develop strategies to harvest a better average price for their products. Regardless of size, location or type of operation our all-inclusive approach helps tame the volatility of the markets by delivering and supporting strategic hedging and cash decisions. Total Farm Marketing’s deep breadth of services include: Stewart-Peterson Inc., a publishing company that prepares farmers for the markets with data analytics on current commodities. Stewart-Peterson Group Inc. delivers experienced brokerage expertise helping you prepare for the markets. Stewart-Peterson Group Inc. is registered with the Commodity Futures Trading Commission (CFTC) as an introducing broker and is a member of National Futures Association. SP Risk Services helps dairy farmers efficiently protect revenue through insurance advice. SP Risk Services, LLC is an insurance agency and an equal opportunity provider. The TFM Managed pricing program delivers simple access to professional marketing through a managed contract. The TFM Managed Pricing Program and the managed contracts of which it is comprised, are offered by Indigo Ag. Recommendations for the TFM Managed Program are provided to Indigo Ag from Stewart-Peterson Inc. SP Risk Services LLC and Stewart-Peterson Inc. are wholly owned by Stewart-Peterson Group Inc. Unless otherwise noted, services referenced are services of Stewart-Peterson Group Inc. Past performance is not indicative of future results. No representation is being made that scenario planning, strategy, consistency or discipline will guarantee success or profits. Futures and options trading involve significant risk of loss and may not be suitable for everyone. Carefully consider whether such trading is suitable for your financial condition. Any decisions you may make to buy, sell or hold a futures or options position on such research are entirely your own and not in any way deemed to be endorsed by or attributed to Total Farm Marketing.
Retirement Benefits Rank
Market Laggard
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
JASEN WEALTH ADVISORS, LLC
JASEN WEALTH ADVISORS, LLC
West Bend, Wisconsin
1-24 employees
Securities and Investment Advisor Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Advisor. Jasen Wealth Advisors LLC and Woodbury Financial Services, Inc., are not affliliated entities.
Retirement Benefits Rank
Market Competitive
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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
WISPACT, INC.
WISPACT, INC.
Madison, Wisconsin
1-24 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
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
SUNSET ADVENTURES WEALTH ADVISORS
SUNSET ADVENTURES WEALTH ADVISORS
Appleton, 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 Leading
BAY MARKETFORCE, LLC
BAY MARKETFORCE, LLC
West Bend, Wisconsin
25-49 employees
Bay MarketForce delivers best practice marketing, strategy, plans, and execution techniques with growth in mind. Mixing traditional marketing tactics along with digital technology, prospect data, and demand generation strategies, Bay MarketForce provides an integrated sales and marketing solution that grow our client's revenue and customer base. Founded in 2007, Bay MarketForce's mission is to assist companies in selling their products and services into local, regional and national markets. Our fundamental value is using our proven processes to increase sales and marketing coverage in your existing markets and provide reach into new markets. The result is to always deliver measurable and predictable revenue at a lower cost of sales.
Retirement Benefits Rank
Market Laggard
TRINITY FINANCIAL PLANNING, LLC
TRINITY FINANCIAL PLANNING, LLC
Middleton, Wisconsin
1-24 employees
Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance. Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders.
Retirement Benefits Rank
Below Market