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.

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.

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.

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.

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.

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.

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

Helping business owners get started with or switch over their credit card processing services and POS systems. If I can't help, I’ll recommend someone that can but, we can almost always find some way to improve someone's situation. Duties Include: Salesforce CRMNetworkingOutside SalesSales ManagementDirect SalesConferences

I am a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent. I develop financial plans for clients. I provide advice on investments, insurance, long-term care, taxes, education funding, and other aspects of a comprehensive financial plan.

Dali Enterprises LLC is a company based out of 631 Florida Ave, Fond du Lac, Wisconsin, United States.

Preferred Wealth Advisors is a comprehensive Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Retirement Income Planning llc provides specialized retirement income planning and investment management to clients in both the Madison and Milwaukee, Wisconsin areas. Madison Office: 608-807-1100 Milwaukee Office: 262-780-1554 Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Retirement Income Planning llc are not affiliated companies.